Matthew Lincoln is a CFP-designated registered investment advisor at Cadence Planning, LLC, based in Frederick, MD, with 3 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 11 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.28% |
This fee is charged when Cadence Planning directly oversees the client's portfolio as part of a Total Financial Planning engagement. Clients may instead use a third-party investment manager (TAMP), in which case they pay the TAMP's fee instead.
Fee Estimator
Location
5205 Chairmans Ct, Suite 204, Frederick, MD, 21703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Matthew is the sole owner of Lincoln Tax Professionals LLC since 2018, where he oversees business operations and prepares taxes. This activity takes about half of Matthew's time on average, though the hours are seasonal.
Employment History
Current Registrations
Cadence Planning, LLC
State Registrations1 state
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