Matt Bierwirth
Resource Design, Inc. · Fort Collins, Colorado
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.
Request an introduction to Matt →
Specialties
Who they serve
- Tech employees
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 |
| Assets under management | $66.4M across 127 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in AZ, CO, KY, OH, TX · CRD 5581949 |
| Exams passed | Series 63 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | resourcedesign.com |
| Profile |
How Matt's firm compares
- Ongoing planning starts at $7,500 a year, above the Colorado median of $6,000 for fee-only firms that publish prices.
- Resource Design, Inc.'s average account is about $523,000, from its Form ADV (assets managed divided by 127 accounts).
Request an introduction to Matt
Tell Matt a little about what you're looking for. Matt 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 Matt
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Resource Design, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.