Deborah Matz
Design Life's Journey · Appleton, Wisconsin
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.
Request an introduction to Deborah →
Specialties
Facts
| Firm | Design Life's Journey |
|---|---|
| Based in | Appleton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.9M across 21 accounts |
| SEC registration | Investment adviser representative in GA, WI · CRD 2998188 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.designlifesjourney.com |
| Profile |
How Deborah's firm compares
- Design Life's Journey's average account is about $139,000, from its Form ADV (assets managed divided by 21 accounts).
Request an introduction to Deborah
Tell Deborah a little about what you're looking for. Deborah isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Deborah
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Design Life's Journey website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.