# Matthew Ferrell

> Matthew Ferrell is a fee-only financial advisor at MADE Financial Design in Land O Lakes, Florida, who holds the CFP credential. Matthew charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $3,000 a year and $300 an hour) and focuses on retirement planning, tax planning and pension planning.

Page: https://find.wellspent.co/advisors/matthew-ferrell/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** MADE Financial Design
- **Based in:** Land O Lakes, Florida
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee; Hourly
- **Fees (firm's website):** ongoing planning from $3,000 a year; $300 an hour
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $3.2M across 17 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Pension planning
- **CRD:** 7536703 (https://adviserinfo.sec.gov/individual/summary/7536703)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2022), Series 63 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://madefinancialdesign.com

## Frequently asked questions

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

Yes. Matthew Ferrell 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 Matthew's firm.

### How does Matthew charge for financial advice?

Matthew charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees.

### How much does Matthew charge?

According to MADE Financial Design's website, checked October 28, 2026: ongoing planning from $3,000 a year; $300 an hour.

### Where is Matthew Ferrell based?

Matthew Ferrell is based in Land O Lakes, Florida.

### What does Matthew specialize in?

Matthew's specialties include retirement planning, tax planning and pension planning.

### What credentials does Matthew Ferrell hold?

Matthew Ferrell holds the CFP credential.

### Is Matthew Ferrell registered with the SEC?

Yes. Matthew Ferrell is registered as an investment adviser representative in FL (CRD 7536703), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does MADE Financial Design manage?

MADE Financial Design reports $3.2M across 17 accounts in assets under management.

### How do I contact Matthew Ferrell?

Through Matthew's website, madefinancialdesign.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/52648): 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://www.madefinancialdesign.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.