Mattern Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Fees for financial planning and/or consulting services can be billed on a project, fixed rate, or an hourly rate of $300 per hour.”

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

How Mattern Wealth Management LLC bills

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

• “Clients may elect to be billed directly for fees or to authorize MWM to directly debit fees from the client’s portfolio accounts.”
• “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 Mattern Wealth Management LLC’s fees compare

• Its hourly rate of $300 is above the Kansas median of $250. 64% of the 59 other Kansas planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Lawrence that publish an hourly rate charge less.

About Mattern Wealth Management LLC

• Firm size: 5 employees.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning

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

1.25% a year

Minimum

No minimum stated in brochure

Clients

605

Employees

5

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$579,025,968

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

304520

Website

matternwealth.com (opens in new tab)

Phone

(785) 842-7680

Can advise clients in 12 states: California, Colorado, Connecticut, Florida, Kansas, Missouri, Nebraska, New Hampshire, New York, Oklahoma, Texas, Virginia

Other planners in Lawrence that publish fees

• Kaylin Dillon Financial PlanningLawrence$350/hr, $8,400
• Retirement Portfolios, LLCLawrence$500⁠-⁠$10,000
• The Perspective GroupLawrence$250⁠-⁠$325/hr, $5,000/yr
• Abundance Wealth ManagementManhattan$250/hr, $3,000
• Agh Wealth Advisors, LLCWichita$350/hr
• Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr

Compare all 7 planners in Lawrence