Mattix Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mattix Wealth Management is a very small, state-registered independent advisory firm that serves individual and small-business clients (about 21 clients) through a sole adviser. The firm’s primary offering is written financial planning—full and modular plans—and it also provides client education through occasional newsletters and no-cost public workshops.
The firm does not provide ongoing, in-house portfolio management or discretionary trading; instead it assesses clients’ objectives and risk tolerance and refers interested clients to a single preferred third‑party money manager that provides continuous asset management and charges asset‑based fees, a portion of which the firm receives as a solicitor/referral fee. Mattix Wealth remains available to explain strategies, assist with implementation choices, and act as a communication conduit between clients and the third‑party manager.
What is distinctive about this firm compared with many peers is its combination of financial planning with regular public education (newsletters and seminars) and an active insurance sales practice conducted through an affiliated insurance relationship and a third‑party insurance marketing organization (IMO), from which the firm and its adviser may receive commissions or incentives. It is also atypical for an independent solo adviser to neither manage client assets directly nor charge clients a percentage‑of‑assets fee, instead relying on referrals to a third‑party manager for investment supervision.
Client services
Expertise
Fee options
Fixed fee financial planning services ranging from $1,500 to $3,500
Commissions received for insurance and annuity products sold by Bradley Mattix in his separate capacity as an insurance agent
Hourly rate of $200 per hour for financial planning services
Minimum fee: Minimum fixed fee for financial planning services generally $1,500 Fee-only: Fixed fees for financial planning services ranging from $1,500 to $3,500; Hourly fees at $200/hour
Main office
Jeffersonville IN
Advisors at this office
1
Most active in
Georgia · Indiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
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