Matthew Fitzgerald
Holistic Planning · Sedona, Arizona
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.
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Specialties
Who they serve
- Pre-retirees
- High earners
Facts
| Firm | Holistic Planning |
|---|---|
| Based in | Sedona, Arizona |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.06B across 3,886 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ · CRD 6656184 |
| Exams passed | Series 66 (2016) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | holisticplanning.com |
How Matthew's firm compares
- Holistic Planning's average account is about $274,000, from its Form ADV (assets managed divided by 3,886 accounts).
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Questions about Matthew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Holistic Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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