Matthew Blumberg
Paraklete Financial · Boca Raton, Florida
Matthew Blumberg is a fee-only financial advisor at Paraklete Financial in Boca Raton, Florida, who holds the PFS credential. Paraklete Financial reports charging fixed fees on its Form ADV.
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Facts
| Firm | Paraklete Financial |
|---|---|
| Based in | Boca Raton, Florida |
| Fee model (firm's Form ADV) | Fixed fees |
| Credentials | PFS |
| SEC registration | Investment adviser representative in FL, GA, TX · CRD 7955492 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.parakletefinancial.com |
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Questions about Matthew
Is Matthew Blumberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Paraklete Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Paraklete Financial, reports charging fixed fees on its SEC Form ADV.
Where is Matthew Blumberg based?
Matthew Blumberg is based in Boca Raton, Florida.
What credentials does Matthew Blumberg hold?
Matthew Blumberg holds the PFS credential.
Is Matthew Blumberg registered with the SEC?
Yes. Matthew Blumberg is registered as an investment adviser representative in FL, GA and TX (CRD 7955492), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Matthew Blumberg?
Through Matthew's website, www.parakletefinancial.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
- 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.
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