# Matthew Samson

> Matthew Samson is a fee-only financial advisor at ILS Financial in Omaha, Nebraska. Matthew focuses on retirement planning, tax planning and founders (pre-exit). ILS Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** ILS Financial
- **Based in:** Omaha, Nebraska
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $12.8M across 69 accounts
- **Specialties:** Retirement planning, Tax planning, Founders (pre-exit)
- **Works with:** Retirees, Pre-retirees, Founders, Executives
- **CRD:** 6540931 (https://adviserinfo.sec.gov/individual/summary/6540931)
- **SEC registration:** Investment adviser representative in NE, TX
- **Exams passed:** Series 66 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.ilsfinancial.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and ILS 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's firm, ILS Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Matthew Samson based?

Matthew Samson is based in Omaha, Nebraska.

### What does Matthew specialize in?

Matthew's specialties include retirement planning, tax planning and founders (pre-exit). Matthew works with retirees, pre-retirees, founders and executives.

### Is Matthew Samson registered with the SEC?

Yes. Matthew Samson is registered as an investment adviser representative in NE and TX (CRD 6540931), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does ILS Financial manage?

ILS Financial reports $12.8M across 69 accounts in assets under management.

### How do I contact Matthew Samson?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6540931): 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://www.ilsfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

---

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