Matterhorn Financial Planning fees and pricing
Financial planner in Pocatello, Idaho. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 6, 2026, Matterhorn Financial Planning charges $450 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“Fees for financial advice, financial planning, and investment advice services are $450 per hour, billed in six-minute increments, and a partial increment will be treated as a whole.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Matterhorn Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients are billed on a monthly basis for work performed each month.”
- “Fees are negotiable at our sole discretion.”
- “The balance of fees due is payable immediately upon presentation of the advice to the client.”
How Matterhorn Financial Planning’s fees compare
- Its hourly rate of $450 is above the Idaho median of $250. 86% of the 43 other Idaho planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Matterhorn Financial Planning
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Minimum
- $525 minimum fee (stated in brochure)
- Clients
- 61
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, selecting other advisers, educational seminars and workshops, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 167996
- Phone
- (208) 417-8330
Can advise clients in 3 states: California, Idaho, Utah
Other planners in Pocatello that publish fees
- Gateway Financial & Estate Planning, Inc.Pocatello$150/hr
- Liftoff Financial PlanningPocatello$1,000-$3,500, $75-$800/mo
- 3 Peaks FinancialAmmon$200/hr
- Abundance Financial PlanningCaldwell$3,000-$6,500
- Action Financial Planning LLCTwin Falls$275/hr, $95/mo
- Advanced Financial Solutions, Inc.Boise$200-$350/hr, $500
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.