Matthew Buckwalter is a CFP-designated registered investment advisor at Mjb Financial Planning, based in Lincoln, NE, with 19 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Gen X, High Net Worth, and 3 more. Their firm serves 21 clients with $51M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable at the discretion of Matthew Buckwalter.
Fee Estimator
Contact
Matthew Buckwalter
Location
1520 S. 70th Street, Suite 104, Lincoln, NE, 68506
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mjb Financial Planning
State Registrations1 state
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Exams
Additional Information
After college, I stumbled into my career and out of Nebraska - never really had much of a desire to leave. Luck led to very exciting work with great people and lots of opportunity. I met Michele in Arizona and we started our family in the beautiful Pacific Northwest. Even with all that was going right, there was a nagging feeling there ought to be more. That nagging feeling evolved into MJB Financial Planning, LLC.