Mattix Wealth Management LLC fees and pricing
Financial planner in Jeffersonville, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 13, 2026, Mattix Wealth Management LLC charges $200 an hour and a flat or project fee of $1,500-$3,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“When providing services on an hourly basis, our investment advisor representatives are billed at a rate of $200 per hour.”
- Flat or project fee
- $1,500-$3,500
“The minimum fixed fee is generally $1,500 and the maximum fixed fee is generally no more than $3,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mattix Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees charged for our financial planning services are negotiable based upon the type of client, the services requested and the complexity of the client's situation.”
- “The remaining fee is due upon completion of the financial planning services.”
- “Services may also be billed on an hourly basis.”
How Mattix Wealth Management LLC’s fees compare
- Its hourly rate of $200 is below the Indiana median of $250. 21% of the 119 other Indiana planners that publish an hourly rate charge less.
- None of the 2 other planners in Jeffersonville that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$3,500 is below the Indiana median of $5,000. 20% of the 84 other Indiana planners that publish a flat or project fee charge less.
About Mattix Wealth Management LLC
“When providing financial planning services, the role of your investment adviser representative is to find ways to help you understand your overall financial situation and help you set financial objectives.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College 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
- 1.9% a year
- Clients
- 21
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 226648
- Phone
- (812) 924-7410
Other planners in Jeffersonville that publish fees
- Arena Wealth Advisors LLCJeffersonville$300/hr
- Brookstone FinancialJeffersonville$350/hr
- PLC Wealth PartnersJeffersonville$2,500-$4,000
- Abound Wealth StrategiesIndianapolis$720-$25,000
- Above & Beyond Investments, LLCBloomington$250/hr, $250-$2,500
- Afp Group, LLCPlainfield$150/hr, $2,000
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.