Matthew Sorum
Adaptive Advice · Omaha, Nebraska
Matthew Sorum is a fee-only financial advisor at Adaptive Advice in Omaha, Nebraska. Matthew charges a percentage of assets and a one-time planning fee (one-time plans from $500 and 1.5% a year on the first tier of assets managed) and focuses on retirement planning and tax planning.
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Specialties
Facts
| Firm | Adaptive Advice |
|---|---|
| Based in | Omaha, Nebraska |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $500 · 1.5% a year on the first tier of assets managed |
| Assets under management | $8.3M across 48 accounts |
| SEC registration | Investment adviser representative in NE · CRD 8258198 |
| Exams passed | Series 65 (2026) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | adaptiveadvice.com |
| Profile |
How Matthew's firm compares
- A one-time plan starts at $500, below the US median of $2,000 for fee-only firms that publish prices.
- Adaptive Advice's average account is about $173,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about Matthew
Is Matthew Sorum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Adaptive Advice 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 charges a percentage of assets and a one-time planning fee.
How much does Matthew charge?
According to Adaptive Advice's website, checked October 30, 2026: one-time plans from $500; 1.5% a year on the first tier of assets managed.
Where is Matthew Sorum based?
Matthew Sorum is based in Omaha, Nebraska.
What does Matthew specialize in?
Matthew's specialties include retirement planning and tax planning.
Is Matthew Sorum registered with the SEC?
Yes. Matthew Sorum is registered as an investment adviser representative in NE (CRD 8258198), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Adaptive Advice manage?
Adaptive Advice reports $8.3M across 48 accounts in assets under management.
How do I contact Matthew Sorum?
Through Matthew's website, adaptiveadvice.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
- Adaptive Advice 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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