# Matt Bierwirth

> Matt Bierwirth is a fee-only financial advisor at Resource Design, Inc. in Fort Collins, Colorado, who holds the CFP and MBA credentials. Matt charges a percentage of assets and an ongoing planning fee (ongoing planning from $7,500 a year and 0.75% a year on the first tier of assets managed) and focuses on equity compensation.

Page: https://find.wellspent.co/advisors/matt-bierwirth/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Resource Design, Inc.
- **Based in:** Fort Collins, Colorado
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $7,500 a year; 0.75% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $66.4M across 127 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Equity compensation
- **Works with:** Tech employees
- **CRD:** 5581949 (https://adviserinfo.sec.gov/individual/summary/5581949)
- **SEC registration:** Investment adviser representative in AZ, CO, KY, OH, TX
- **Exams passed:** Series 63 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://resourcedesign.com

## Frequently asked questions

### Is Matt Bierwirth a fee-only financial advisor?

Yes. Matt Bierwirth is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Matt's firm.

### How does Matt charge for financial advice?

Matt charges a percentage of assets and an ongoing planning fee.

### How much does Matt charge?

According to Resource Design, Inc.'s website, checked October 28, 2026: ongoing planning from $7,500 a year; 0.75% a year on the first tier of assets managed.

### Where is Matt Bierwirth based?

Matt Bierwirth is based in Fort Collins, Colorado.

### What does Matt specialize in?

Matt's specialties include equity compensation. Matt works with tech employees.

### What credentials does Matt Bierwirth hold?

Matt Bierwirth holds the CFP and MBA credentials.

### Is Matt Bierwirth registered with the SEC?

Yes. Matt Bierwirth is registered as an investment adviser representative in AZ, CO, KY, OH and TX (CRD 5581949), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Resource Design, Inc. manage?

Resource Design, Inc. reports $66.4M across 127 accounts in assets under management.

### How do I contact Matt Bierwirth?

Through Matt's website, resourcedesign.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/matt-bierwirth-33747): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.resourcedesign.com/): specialties, clients served, and fees, checked October 28, 2026

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