# Matthew Sassani

> Matthew Sassani is a fee-only financial advisor at Lindsey & Lindsey Wealth Management in Irvine, California. Matthew focuses on retirement planning, estate & legacy planning and tax planning. Lindsey & Lindsey Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Lindsey & Lindsey Wealth Management
- **Based in:** Irvine, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $2.85B across 7,111 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners, Family wealth transfer
- **Works with:** Retirees, Pre-retirees, Ultra high net worth, Multi-generational families
- **CRD:** 3136816 (https://adviserinfo.sec.gov/individual/summary/3136816)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (1999)
- **Firm size:** 53 employees
- **Disclosures:** None reported
- **Website:** https://www.lindseyandlindsey.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Lindsey & Lindsey Wealth Management 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, Lindsey & Lindsey Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Matthew Sassani based?

Matthew Sassani is based in Irvine, California.

### What does Matthew specialize in?

Matthew's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and family wealth transfer. Matthew works with retirees, pre-retirees, ultra high net worth and multi-generational families.

### Is Matthew Sassani registered with the SEC?

Yes. Matthew Sassani is registered as an investment adviser representative in CA (CRD 3136816), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lindsey & Lindsey Wealth Management manage?

Lindsey & Lindsey Wealth Management reports $2.85B across 7,111 accounts in assets under management.

### How do I contact Matthew Sassani?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3136816): 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://lindseyandlindsey.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.