Matthew Nelson
Flourish Financial Planning · Grapevine, Texas
Matthew Nelson is a fee-only financial advisor at Flourish Financial Planning in Grapevine, Texas. Flourish Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Flourish Financial Planning |
|---|---|
| Based in | Grapevine, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $32.9M across 199 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5738090 |
| Exams passed | Series 63 (2010) · Series 65 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sdgplanning.com |
How Matthew's firm compares
- Flourish Financial Planning's average account is about $165,000, from its Form ADV (assets managed divided by 199 accounts).
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Questions about Matthew
Is Matthew Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Flourish Financial Planning 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, Flourish Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Nelson based?
Matthew Nelson is based in Grapevine, Texas.
Is Matthew Nelson registered with the SEC?
Yes. Matthew Nelson is registered as an investment adviser representative in TX (CRD 5738090), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Flourish Financial Planning manage?
Flourish Financial Planning reports $32.9M across 199 accounts in assets under management.
How do I contact Matthew Nelson?
Through Matthew's website, www.sdgplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Grapevine
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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