# Matthew Suby

> Matthew Suby is a fee-only financial advisor at John F. Suby Wealth Management in Rockford, Illinois. Matthew focuses on retirement planning. John F. Suby Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** John F. Suby Wealth Management
- **Based in:** Rockford, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $464.9M across 287 accounts
- **Specialties:** Retirement planning
- **CRD:** 4537862 (https://adviserinfo.sec.gov/individual/summary/4537862)
- **SEC registration:** Investment adviser representative in IL, WI
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://jfswealthmanagement.com

## Frequently asked questions

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

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

### Where is Matthew Suby based?

Matthew Suby is based in Rockford, Illinois.

### What does Matthew specialize in?

Matthew's specialties include retirement planning.

### Is Matthew Suby registered with the SEC?

Yes. Matthew Suby is registered as an investment adviser representative in IL and WI (CRD 4537862), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does John F. Suby Wealth Management manage?

John F. Suby Wealth Management reports $464.9M across 287 accounts in assets under management.

### How do I contact Matthew Suby?

Through Matthew's website, jfswealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4537862): 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://www.jfswealthmanagement.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.