Matterhorn Financial Planning

Overview

Matterhorn Financial Planning is an independent Registered Investment Adviser organized as an LLC that serves individual and family clients. The firm operates primarily as a financial planning practice: its stated advisory activities emphasize financial planning services, selecting other advisers on behalf of clients, and running educational seminars or workshops. Matterhorn bills clients on fixed-fee and hourly arrangements rather than an asset-based advisory fee model. The firm also functions as a capital allocator, directing client capital to third-party money managers and external funds.

Assets & Accounts

Investments & Alternatives

Location & Offices