Matthew Satterfield
Oakworth Asset Management · Birmingham, Alabama
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.
Request an introduction to Matthew →
Facts
| Firm | Oakworth Asset Management |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $846.3M across 746 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, TX · CRD 6552048 |
| Exams passed | Series 63 (2016) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | oakworth.com/oakworth-asset-management/advisory-services |
How Matthew's firm compares
- Oakworth Asset Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 746 accounts).
Request an introduction to Matthew
Tell Matthew a little about what you're looking for. Matthew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Matthew
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.
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.
See something wrong? Request a correction. Read our methodology.