# Matterhorn Financial Planning

> Matterhorn Financial Planning is a state-registered investment advisory firm in Pocatello, ID, registered since 2013, with no regulatory assets under management reported in its Form ADV filing dated January 6, 2026.

- CRD: 167996
- Filed as: MATTERHORN FINANCIAL PLANNING
- Legal name: Matterhorn Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pocatello, ID
- Filing period: October 2026
- Form ADV filing dated: January 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167996
- AdvisorCensus page: https://advisorcensus.com/firm/matterhorn-financial-planning-pocatello-id-167996

## Quick answers

**How is Matterhorn Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Matterhorn Financial Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Matterhorn Financial Planning located?**
Matterhorn Financial Planning's principal office is in Pocatello, ID, according to its Form ADV.

**Is Matterhorn Financial Planning registered with the SEC or a state?**
Matterhorn Financial Planning is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167996.

**What types of clients does Matterhorn Financial Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (39); individuals (other than high net worth individuals) (22).

**Does Matterhorn Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/167996

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | Not reported |
| High net worth individuals | 39 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- matterhornfp.com
- Facebook @matterhornfinplan
- LinkedIn @rjschoonmaker
- YouTube @UC2zrS3V2hTlIolSRIt9t5Tw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Matterhorn Financial Planning (CRD 167996): Form ADV filing data as of October 2026.