Matterhorn Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Matterhorn Financial Planning serves primarily individual clients, and may also advise trusts, estates, or businesses, providing fee-only financial advice and financial planning through limited engagements. The firm also offers separate tax preparation services and, occasionally, group educational workshops on financial planning and investment topics.
For investment advice, Matterhorn generally favors a long-term, buy-and-hold, passive approach that emphasizes asset allocation and low-cost, index-based investments and provides written observations and recommendations. The firm does not provide ongoing, discretionary portfolio management, does not take custody of client assets, and relies on clients or their custodians to implement and monitor transactions; periodic reviews are performed at the client’s request.
Compared with many solo independent advisers, Matterhorn is notable for regularly offering group workshops (a relatively uncommon service) and for structuring its practice around hourly and fixed fees instead of percentage-of-assets fees or recurring asset management. The principal holds CFP®, CPA, and Registered Life Planner credentials, and also discloses separate consulting work for high‑net‑worth families and an unrelated breathwork practice, which are additional distinguishing features.
Client services
Expertise
Fee options
Fixed fees for services and group educational workshops with pre-arranged set fees typically between $1,000 and $5,000
$450 per hour for financial advice, financial planning, investment advice, and tax preparation
Minimum fee: Minimum fee of $525 per tax return prepared Fee-only: Hourly fee of $450 per hour billed in six-minute increments; fixed fees based on hourly rate times estimated hours; group educational workshops range from $1,000 to $5,000 per event
Main office
312 W. Center Street
Pocatello ID 83204
Advisors at this office
1
Most active in
California · Idaho · Texas · Utah
Also doing business as
Matterhorn Financial Planning · Matterhorn Financial Planning LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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