Matthew Fizell is a CFP-designated registered investment advisor at Harmony Wealth, based in Madison, WI, with 9 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 37 clients with $7.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Subject to an annual minimum fee of $5,000. Fees are negotiable at the firm's discretion. CorePLAN planning fees are waived for portfolios of $500,000 or more, and CorePLAN+ planning fees are waived for portfolios of $1,000,000 or more.
Fee Estimator
Contact
Matthew Fizell
Location
Madison, WI
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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 a contributing author for financial planning books and co-owner of New Planner Collective LLC, which provides educational content. He is also the owner and lead paraplanner at Harmony Outsourcing Services LLC, which includes podcast production; these activities each take about 10% of his time.
Employment History
Current Registrations
Harmony Wealth
Previous Registrations
Guiding Wealth, LLC
Rooted Planning Group
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations2 states
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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