Firm
Mattern Wealth Management
Lawrence, Kansas
Fee-only
Facts
| Based in | Lawrence, Kansas |
|---|---|
| Website | matternwealth.com |
| [email protected] | |
| Phone | (785) 842-7680 |
Mattern Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|
In the firm's words
"While there is no minimum on the account sizes we work with, we prefer complexity and depth within your financial situation." 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $579 million |
| Individual clients | 478 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 304520 |