Matt Fizell
Harmony Wealth · Madison, Wisconsin
Matt Fizell is a fee-only financial advisor at Harmony Wealth in Madison, Wisconsin, who holds the CFP credential.
- $7M
- Firm assets managed
- $156,000
- Firm's average account
- 2016
- First securities exam
What Matt focuses on
Who Matt works with
- Founders
- Physicians
- Retirees
- High earners
How does Matt's firm compare?
-
Harmony Wealth's average account is about $156,000, from its Form ADV (assets managed divided by 47 accounts).
Questions about Matt
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Harmony Wealth |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $7.3M across 47 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WI · CRD 6579642 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | planwithharmony.com |
| Profile |
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.
Other fee-only advisors in Madison
Other advisors in Wisconsin who focus on small business owners
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Harmony Wealth 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.