# Matthew Satterfield

> Matthew Satterfield is a fee-only financial advisor at Oakworth Asset Management in Birmingham, Alabama, who holds the CFP credential. Oakworth Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-satterfield/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Oakworth Asset Management
- **Based in:** Birmingham, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $846.3M across 746 accounts
- **Credentials:** CFP
- **CRD:** 6552048 (https://adviserinfo.sec.gov/individual/summary/6552048)
- **SEC registration:** Investment adviser representative in AL, TX
- **Exams passed:** Series 63 (2016)
- **Firm size:** 20 employees
- **Disclosures:** None reported
- **Website:** https://oakworth.com/oakworth-asset-management/advisory-services/

## Frequently asked questions

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

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

### Where is Matthew Satterfield based?

Matthew Satterfield is based in Birmingham, Alabama.

### What credentials does Matthew Satterfield hold?

Matthew Satterfield holds the CFP credential.

### Is Matthew Satterfield registered with the SEC?

Yes. Matthew Satterfield is registered as an investment adviser representative in AL and TX (CRD 6552048), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Oakworth Asset Management manage?

Oakworth Asset Management reports $846.3M across 746 accounts in assets under management.

### How do I contact Matthew Satterfield?

Through Matthew's website, oakworth.com/oakworth-asset-management/advisory-services.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6552048): 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

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