MATTERHORN FINANCIAL PLANNING

Overview

Matterhorn Financial Planning is organized as a limited liability company and operates as an independent registered investment adviser focused on serving individual and family clients. The firm describes itself as a capital allocator, meaning it directs client capital to outside managers or funds rather than solely managing large in‑house pooled strategies. Its client-facing work emphasizes financial planning, the selection of third‑party advisers, and running educational seminars or workshops. Matterhorn charges fixed fees and hourly fees rather than asset‑based ongoing advisory percentages. The snapshot data indicates no active ESG investing posture and does not list multi‑state advisory registration; the year of SEC registration is not available in the source material.

Assets & Accounts

Investments & Alternatives

Location & Offices