Matthew A. Fizell
HARMONY WEALTH
Madison, WI
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CRD#: 6579642
Professional summary
Matthew Allen Fizell, CFP® is a registered financial advisor currently at HARMONY WEALTH located in Madison, Wisconsin.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Matthew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Matt Fizell is the owner and financial planner of Harmony Wealth. Throughout his career, Matt has served as a consultant to many fee-only financial planning firms. In 2020, he was selected by Investopedia.com as one of their Top 100 Financial Advisors. Matt also makes time to serve the next generation of the profession by co-hosting a podcast aimed at aspiring financial planners. Matt believes everyone deserves access to a financial plan, whether that is with him or not, he wants to be sure everyone has the opportunity to set themselves up for success.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Insurance Planning
Debt Management
Investment Planning
Budgeting
Retirement Planning
Employee and Employer Plan Ben...
Life Transitions
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Entrepreneurs
High Net Worth Client Needs
Investment Advice with Ongoing...
Millennials
Novice Investors
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Matthew Fizell is currently a contributing author for Financial Planning related books. This activity accounts for less than 10% of his time. Matthew Fizell is currently employed as co-owner of New Planner Collective LLC. This activity is solely for providing educational content to new or aspiring Financial Planners, and is not soliciting prospective clients of Harmony Wealth. This activity accounts for less than 10% of his time. Matthew Fizell is currently employed as the Owner, Lead Paraplanner at Harmony Outsourcing Services LLC. This also includes educational content production via a podcast. This information is solely for informational, educational, or entertainment purposes. This activity accounts for approximately 10% of his time.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Allen Fizell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
June 4, 2021 - Present
HARMONY WEALTH
RIA
CRD#: 314817
Madison, WI
Past
November 4, 2019 - May 21, 2021
GUIDING WEALTH MANAGEMENT, LLC
RIA
CRD#: 175242
RICHARDSON, TX
Past
June 20, 2018 - June 17, 2019
ROOTED PLANNING GROUP
RIA
CRD#: 284120
Madison, WI
Past
March 4, 2016 - June 9, 2017
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
MADISON, WI
Past
February 4, 2016 - June 9, 2017
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
MADISON, WI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(7/16/2021)
IAR
Wisconsin(6/4/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
HARMONY WEALTH
HARMONY WEALTH | HARMONY WEALTH LLC
CRD#: 314817 / SEC#:
Texas
Registered Investment Advisory firm - (11/15/2022 Approved)Wisconsin
Registered Investment Advisory firm - (6/4/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Madison, WI
Mailing Address
Phone number
(608) 571-4399
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 3,651,808 |
Red Flags
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