Matthew Doyle
Trimingham Financial · New Albany, Indiana
Matthew Doyle is a fee-only financial advisor at Trimingham Financial in New Albany, Indiana. Trimingham Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Trimingham Financial |
|---|---|
| Based in | New Albany, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.7M across 15 accounts |
| SEC registration | Investment adviser representative in IN, KY · CRD 6527520 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.alignable.com/new-albany-in/trimingham-financial |
How Matthew's firm compares
- Trimingham Financial's average account is about $113,000, from its Form ADV (assets managed divided by 15 accounts).
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Questions about Matthew
Is Matthew Doyle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Trimingham 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, Trimingham Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Matthew Doyle based?
Matthew Doyle is based in New Albany, Indiana.
Is Matthew Doyle registered with the SEC?
Yes. Matthew Doyle is registered as an investment adviser representative in IN and KY (CRD 6527520), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Trimingham Financial manage?
Trimingham Financial reports $1.7M across 15 accounts in assets under management.
How do I contact Matthew Doyle?
Through Matthew's website, www.alignable.com/new-albany-in/trimingham-financial.
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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