Matthew Roop
Deerfield · Indianapolis, Indiana
Matthew Roop is a fee-only financial advisor at Deerfield in Indianapolis, Indiana, who holds the CFP credential. Deerfield reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Deerfield |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.18B across 1,073 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, IN, TX · CRD 2990672 |
| Exams passed | Series 63 (1998) · Series 65 (2000) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.deerfieldfa.com |
How Matthew's firm compares
- Deerfield's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,073 accounts).
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Questions about Matthew
Is Matthew Roop a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Deerfield 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, Deerfield, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Roop based?
Matthew Roop is based in Indianapolis, Indiana.
What credentials does Matthew Roop hold?
Matthew Roop holds the CFP credential.
Is Matthew Roop registered with the SEC?
Yes. Matthew Roop is registered as an investment adviser representative in IL, IN and TX (CRD 2990672), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Deerfield manage?
Deerfield reports $1.18B across 1,073 accounts in assets under management.
How do I contact Matthew Roop?
Through Matthew's website, www.deerfieldfa.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
- 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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