# Matthew Fitzgerald

> Matthew Fitzgerald is a fee-only financial advisor at Holistic Planning in Sedona, Arizona, who holds the CFP credential. Matthew charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Holistic Planning
- **Based in:** Sedona, Arizona
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.06B across 3,886 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **Works with:** Pre-retirees, High earners
- **CRD:** 6656184 (https://adviserinfo.sec.gov/individual/summary/6656184)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 66 (2016)
- **Firm size:** 25 employees
- **Disclosures:** None reported
- **Website:** https://holisticplanning.com

## Frequently asked questions

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

Yes. Matthew Fitzgerald is listed in the NAPFA directory (NAPFA admits only fee-only advisors). 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.

### Where is Matthew Fitzgerald based?

Matthew Fitzgerald is based in Sedona, Arizona.

### What does Matthew specialize in?

Matthew's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Matthew works with pre-retirees and high earners.

### What credentials does Matthew Fitzgerald hold?

Matthew Fitzgerald holds the CFP credential.

### Is Matthew Fitzgerald registered with the SEC?

Yes. Matthew Fitzgerald is registered as an investment adviser representative in AZ (CRD 6656184), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Holistic Planning manage?

Holistic Planning reports $1.06B across 3,886 accounts in assets under management.

### How do I contact Matthew Fitzgerald?

Through Matthew's website, holisticplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/50231): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://holisticplanning.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.