# Matt Fizell

> Matt Fizell is a fee-only financial advisor at Harmony Wealth in Madison, Wisconsin, who holds the CFP credential. Matt charges an ongoing planning fee and focuses on small business owners, physicians & residents and tax planning.

Page: https://find.wellspent.co/advisors/matt-fizell/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Harmony Wealth
- **Based in:** Madison, Wisconsin
- **Fee model:** Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $7.3M across 47 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners, Physicians & residents, Tax planning, Retirement planning
- **Works with:** Founders, Physicians, Retirees, High earners
- **CRD:** 6579642 (https://adviserinfo.sec.gov/individual/summary/6579642)
- **SEC registration:** Investment adviser representative in TX, WI
- **Exams passed:** Series 66 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://planwithharmony.com

## Frequently asked questions

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

Yes. Matt Fizell is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Fizell charge for financial advice?

Matt Fizell charges an ongoing planning fee.

### Does Matt Fizell work with clients virtually?

Yes. Harmony Wealth says on its website that it works with clients remotely.

### Where is Matt Fizell based?

Matt Fizell is based in Madison, Wisconsin.

### What does Matt Fizell specialize in?

Matt Fizell's specialties include small business owners, physicians & residents, tax planning and retirement planning. Matt works with founders, physicians, retirees and high earners.

### What credentials does Matt Fizell hold?

Matt Fizell holds the CFP credential.

### Is Matt Fizell registered with the SEC?

Yes. Matt Fizell is registered as an investment adviser representative in TX and WI (CRD 6579642), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Harmony Wealth manage?

Harmony Wealth reports $7.3M across 47 accounts in assets under management.

### How do I contact Matt Fizell?

Through Matt Fizell's website, planwithharmony.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46920): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: 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://planwithharmony.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.