Matterhorn Financial Planning LLC
Pocatello, Idaho
Matterhorn Financial Planning LLC at a glance
- One of 70 fee-only firms based in Idaho in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 61 individual clients, 39 of them high net worth.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Pocatello, Idaho |
|---|---|
| Website | matterhornfp.com |
| [email protected] | |
| Phone | (208) 417-8330 |
Questions about Matterhorn Financial Planning LLC
How much does Matterhorn Financial Planning LLC charge?
Matterhorn Financial Planning LLC publishes these prices: hourly: $450 an hour. We found this on its website, checked October 28, 2026.
Does Matterhorn Financial Planning LLC have an account minimum?
No. Matterhorn Financial Planning LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Matterhorn Financial Planning LLC paid?
Matterhorn Financial Planning LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Matterhorn Financial Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Matterhorn Financial Planning LLC.
What does Matterhorn Financial Planning LLC specialize in?
Matterhorn Financial Planning LLC's advisors and website list equity compensation and tax planning.
Is Matterhorn Financial Planning LLC accepting new clients?
Yes, according to Matterhorn Financial Planning LLC's website, checked October 28, 2026.
Does Matterhorn Financial Planning LLC work with clients virtually?
Yes. Matterhorn Financial Planning LLC's website says it works with clients virtually.
Matterhorn Financial Planning LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $450 an hour |
|---|---|
| Account minimum | None |
| How it charges | Hourly |
In the firm's words
"Your work will be billed at an hourly rate, currently $450/hr." source
"Don’t pay a percentage of your assets—hourly or set fees instead—and no minimums." source
"Your work will be billed at an hourly rate, currently $450/hr." source
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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 22 |
| High-net-worth clients | 39 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 6, 2026 |
| SEC record | CRD 167996 |
Advisors at this firm (1)
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