Matthew Samson
ILS Financial · Omaha, Nebraska
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Executives
Facts
| Firm | ILS Financial |
|---|---|
| Based in | Omaha, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $12.8M across 69 accounts |
| SEC registration | Investment adviser representative in NE, TX · CRD 6540931 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.ilsfinancial.com |
| Profile |
How Matthew's firm compares
- ILS Financial's average account is about $185,000, from its Form ADV (assets managed divided by 69 accounts).
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Questions about Matthew
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.
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
- ILS 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.
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