# Deborah Matz

> Deborah Matz is a fee-only financial advisor at Design Life's Journey in Appleton, Wisconsin. Deborah focuses on tax planning. Design Life's Journey reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/deborah-matz/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Design Life's Journey
- **Based in:** Appleton, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $2.9M across 21 accounts
- **Specialties:** Tax planning
- **CRD:** 2998188 (https://adviserinfo.sec.gov/individual/summary/2998188)
- **SEC registration:** Investment adviser representative in GA, WI
- **Exams passed:** Series 66 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.designlifesjourney.com

## Frequently asked questions

### Is Deborah Matz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Deborah holds no broker registration, and Design Life's Journey reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Deborah charge for financial advice?

Deborah's firm, Design Life's Journey, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Deborah Matz based?

Deborah Matz is based in Appleton, Wisconsin.

### What does Deborah specialize in?

Deborah's specialties include tax planning.

### Is Deborah Matz registered with the SEC?

Yes. Deborah Matz is registered as an investment adviser representative in GA and WI (CRD 2998188), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Design Life's Journey manage?

Design Life's Journey reports $2.9M across 21 accounts in assets under management.

### How do I contact Deborah Matz?

Through Deborah's website, www.designlifesjourney.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2998188): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://designlifesjourney.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.