Mattson Financial Services

Retirement Planning Firm in Waco, TX

Firm Info
Address: 5400 Bosque Blvd 4th Floor, Waco, TX 76710, USA
Website:
Phone: (254) 772-6383

Firm Size
Assets Under Management: $226 million
# of Advisors: 5
# of Clients: 6,206
Client to Advisor Ratio: 1241:1
Average Account Size: $36,416
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)
  • Other

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Mattson Financial Services, LLC Overview

Mattson Financial Services, LLC is a registered investment advisory firm that has been operating since 2021, providing clients with fee-only investment advice. With headquarters located in Kentwood, Michigan, the firm offers a range of financial services, including financial planning, portfolio management for individuals and small businesses, and selection of other advisors. Moreover, the firm also publishes periodicals and newsletters to keep clients informed about the latest financial trends. Mattson Financial Services takes pride in providing educational seminars and workshops to their clients to improve their financial knowledge. The firm's expert advisors also offer other services, such as 401k consulting services. The firm's fee-only structure ensures that clients receive unbiased advice without any conflicts of interest. The team at Mattson Financial Services is dedicated to helping their clients achieve their financial goals and providing them with excellent customer service.

MATTSON FINANCIAL SERVICES, LLC caters to a wide range of clients, including individuals and high net worth individuals seeking financial guidance and investment management services. Their clients are typically looking for help to create a comprehensive and clear financial plan, considering their current and future financial objectives, risks, tax implications, and personal values. Mattson Financial Services, LLC works with clients to understand their unique financial situations and develop customized solutions that meet their needs and goals. MATTSON FINANCIAL SERVICES, LLC offers a variety of fee structures depending on the service provided. Clients can opt for fixed fees, which are based on a set rate for specific services provided, or a percentage of assets under management (AUM), which is based on the total value of the client's portfolio managed by the firm. Mattson Financial Services, LLC may also offer other types of fees, such as hourly rates and project-based fees, depending on the specific needs and situation of the client. The firm is transparent about their fee structures and ensures that clients fully understand the fees associated with their services.

Typical Clients, Fee Structures & Investment Minimum

According to MATTSON FINANCIAL SERVICES, LLC's Part 2 Brochure, there is no mention of an investment minimum.

How This Office Can Help Waco, TX Residents

Mattson Financial Services is a leading financial advisory firm that aims to help clients in Waco, TX achieve their financial goals. The firm is committed to assisting clients in all aspects of their financial planning, from creating a comprehensive retirement plan to managing their assets and investments. With years of experience in the industry, the professionals at Mattson Financial Services understand the unique financial challenges that clients in Waco, TX might be facing. Clients in Waco, TX may be facing a range of financial situations, including saving for their children's education, planning for retirement, or managing their finances after a divorce. These challenges can be daunting, but the experts at Mattson Financial Services will work with clients to develop customized financial plans that meet their needs. Whether you need help with long-term investment planning or need guidance on how to manage your retirement income, Mattson Financial Services is here to help. They will provide you with unbiased advice and take the time to understand your unique situation to develop a comprehensive plan that will help you achieve your financial goals.

To view the Minimum Investment and Fee Schedule for Mattson Financial Services, LLC, visit their Part 2 Brochure.

Services Offered by Mattson Financial Services, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Mattson Financial Services, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Other
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 5400 Bosque Blvd 4th Floor, Waco, TX 76710, USA
Phone (254) 772-6383
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 3226 28TH STREET SE, KENTWOOD, MI 49512, United States

This firm has no other locations.

State Registrations

Mattson Financial Services, LLC is registered to service clients in the following states:

  • Florida
  • Michigan
  • Texas

Disciplinary History

Mattson Financial Services, LLC does not have any disclosures. Please visit it's Form ADV for more details.