Matterhorn Financial Planning provides fee-only financial planning, advice, and income tax preparation services to individuals, trusts, estates, and businesses. The firm operates on an hourly or fixed-fee basis, specializing in personalized guidance that covers life planning, investment portfolio review and design, retirement planning, education planning, cash flow and debt management, insurance planning, and tax planning. Matterhorn Financial Planning does not manage investment portfolios, execute trades, or take custody of client funds, instead functioning as an advice-only planner. The firm is owned and operated by Robert Schoonmaker, a Certified Financial Planner, Certified Public Accountant, and Registered Life Planner.
Assets Under ManagementN/A
Clients61
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Hourly financial advice and planning — $450 per hour, billed in six-minute increments
- Tax preparation services — $450 per hour with a minimum fee of $525 per return, and total costs typically ranging between $525 and $1,000 depending on complexity
- Group educational workshops — Pre-arranged set fee typically ranging between $1,000 and $5,000 depending on preparation time, length, attendee count, and topic complexity
One-Time Plan:$525 - $1,000
Hourly Rate:$450/hr
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