Matthew Lincoln is a CFP-designated registered investment advisor at Cadence Planning, LLC, based in Frederick, MD, with 4 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, Insurance Planning, Investment Management, and 2 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% |
The investment management fee is 0.275% annually, charged in addition to the total financial planning engagement fee. Clients pay either Cadence Planning's direct fee or a third-party asset manager fee, but not both.
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.
Learn about disclosures →Other Business Activities
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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