PlannerFees

Burns Matteson Capital Management, LLC fees and pricing

Financial planner in Corning, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 2, 2026, Burns Matteson Capital Management, LLC charges $400 an hour, a flat or project fee of $5,000⁠-⁠$8,000, and an annual fee of $3,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 2, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“Registrant’s financial planning fees generally range from $5,000 to $8,000 on a fixed fee basis and $400 on an hourly rate basis, depending upon the level and scope of the services required (see discussion below).”
Flat or project fee
$5,000⁠-⁠$8,000

From the same sentence as above.

Annual fee
$3,500/yr
“Both types of financial plans have an annual retainer fee of $3,500 beginning in year two.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Burns Matteson Capital Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Burns Matteson Capital Management will typically bill investment management fees on a quarterly basis, in advance.”
  • “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”
  • “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”

How Burns Matteson Capital Management, LLC’s fees compare

  • Its hourly rate of $400 is above the New York median of $300. 71% of the 301 other New York planners that publish an hourly rate charge less.
  • Its flat or project fee of $5,000-$8,000 is above the New York median of $4,500. 73% of the 251 other New York planners that publish a flat or project fee charge less.
  • Its annual fee of $3,500 is below the New York median of $6,250. 28% of the 80 other New York planners that publish an annual fee charge less.

About Burns Matteson Capital Management, LLC

“Burns Matteson Capital Management, LLC (“We”, “Our”, “Us”, the “Registrant”, or the “Firm”) is an SEC Registered Investment Advisory Firm, providing Financial Planning and Investment Management services to clients throughout the United States.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 6 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2002 (24 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Equity compensation
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.5% a year
Minimum
$4,500 minimum fee (stated in brochure)
Clients
199
Employees
6
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$400,402,976
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
118315
Website
burnsmatteson.com (opens in new tab)
Phone
(607) 937-9282

Can advise clients in 10 states: Florida, Maryland, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Virginia

Other planners in Corning that publish fees

Compare all 4 planners in Corning

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.