Mattern Capital Management, LLC fees and pricing

Financial planner in Lakewood, Colorado. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 12, 2026, Mattern Capital Management, LLC charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “Fees for financial planning and/or consulting services can be billed on a project, fixed rate, or an hourly rate of $350 per hour.”

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

“Mattern Capital will generally bill its fees in arrears each calendar quarter based on the client’s average daily balance.”
“Clients may elect to be billed directly for fees or to authorize Mattern Capital to directly debit fees from the client’s portfolio accounts.”
“Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”

Its hourly rate of $350 is above the Colorado median of $300. 66% of the 231 other Colorado planners that publish an hourly rate charge less.
2 of the 3 other planners in Lakewood that publish an hourly rate charge less.

“Mattern Capital offers a variety of advisory services, which include investment and wealth management, financial planning, and consulting services.”

From the firm's description of its advisory business in its Form ADV brochure.

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: 1.25% a year
Minimum: No minimum stated in brochure
Clients: 404
Employees: 9
Works with: Individuals, high net worth individuals, businesses, and other
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed: $1,073,680,572
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 299342
Website: linkedin.com/company/matterncapitalmanagement (opens in new tab)
Phone: (720) 710-2934

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