# Matthew Bostwick

> Matthew Bostwick is a fee-only financial advisor at LVZ in Belleair, Florida. LVZ reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-bostwick/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** LVZ
- **Based in:** Belleair, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.13B across 5,879 accounts
- **CRD:** 6268939 (https://adviserinfo.sec.gov/individual/summary/6268939)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2016)
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** https://www.lvzadvisors.com/

## Frequently asked questions

### Is Matthew Bostwick a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and LVZ 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, LVZ, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Matthew Bostwick based?

Matthew Bostwick is based in Belleair, Florida.

### Is Matthew Bostwick registered with the SEC?

Yes. Matthew Bostwick is registered as an investment adviser representative in FL (CRD 6268939), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does LVZ manage?

LVZ reports $1.13B across 5,879 accounts in assets under management.

### How do I contact Matthew Bostwick?

Through Matthew's website, www.lvzadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6268939): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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