# Matthew Oberdorfer

> Matthew Oberdorfer is a fee-only financial advisor at Oberdorfer Financial in Gahanan, Ohio. Matthew charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and a percentage of assets and focuses on small business owners, real estate investors and estate & legacy planning.

Page: https://find.wellspent.co/advisors/matthew-oberdorfer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Oberdorfer Financial
- **Based in:** Gahanan, Ohio
- **Fee model:** Flat fee or retainer; Ongoing planning fee; One-time planning fee; Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $4.8M across 6 accounts
- **Specialties:** Small business owners, Real estate investors, Estate & legacy planning, Tax planning, Retirement planning
- **Works with:** Founders, Real estate investors
- **CRD:** 7874931 (https://adviserinfo.sec.gov/individual/summary/7874931)
- **SEC registration:** Investment adviser representative in FL, OH
- **Exams passed:** Series 65 (2023)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.obfi.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Oberdorfer 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 charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and a percentage of assets.

### Where is Matthew Oberdorfer based?

Matthew Oberdorfer is based in Gahanan, Ohio.

### What does Matthew specialize in?

Matthew's specialties include small business owners, real estate investors, estate & legacy planning, tax planning and retirement planning. Matthew works with founders and real estate investors.

### Is Matthew Oberdorfer registered with the SEC?

Yes. Matthew Oberdorfer is registered as an investment adviser representative in FL and OH (CRD 7874931), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Oberdorfer Financial manage?

Oberdorfer Financial reports $4.8M across 6 accounts in assets under management.

### How do I contact Matthew Oberdorfer?

Through Matthew's website, www.obfi.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7874931): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://obfi.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.