Firm
D. Mattersdorff
Lake Oswego, Oregon
Fee-only
D. Mattersdorff at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 16 individual clients, 11 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 57 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Lake Oswego, Oregon |
|---|---|
| Website | mattersdorff.com |
| [email protected] | |
| Phone | (510) 842-6060 |
D. Mattersdorff fees
D. Mattersdorff doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $62 million |
| Individual clients | 5 |
| High-net-worth clients | 11 |
| Accounts managed | 57 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 134150 |