Matterhorn Financial Planning
Matterhorn Financial Planning (CRD# 167996) is a financial advisory firm headquartered in Pocatello, ID. They serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management0MILLION
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, ID, TX, UT
Financial Advisors at Matterhorn Financial Planning
1
Robert Schoonmaker (CRD# 4746510) is an Investment Advisor Representative working at Matterhorn Financial Planning in Pocatello, ID and has over 21 years of experience in the finance industry.
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