Matthew Suby
John F. Suby Wealth Management · Rockford, Illinois
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.
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Specialties
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 | $464.9M across 287 accounts |
| SEC registration | Investment adviser representative in IL, WI · CRD 4537862 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | jfswealthmanagement.com |
How Matthew's firm compares
- John F. Suby Wealth Management's average account is about $1.6 million, from its Form ADV (assets managed divided by 287 accounts).
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Questions about Matthew
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.
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
- John F. Suby Wealth Management 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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