Matthew Oberdorfer
Oberdorfer Financial · Gahanan, Ohio
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.
Request an introduction to Matthew →
Specialties
Who they serve
- Founders
- Real estate investors
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 |
| Assets under management | $4.8M across 6 accounts |
| SEC registration | Investment adviser representative in FL, OH · CRD 7874931 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.obfi.com |
| Profile |
Request an introduction to Matthew
Tell Matthew a little about what you're looking for. Matthew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Matthew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Oberdorfer Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.