# Matthew Sumnicht

> Matthew Sumnicht is a fee-only financial advisor at Bowline Financial in Grosse Pointe Woods, Michigan. Matthew focuses on retirement planning, estate & legacy planning and small business owners. Bowline Financial reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Bowline Financial
- **Based in:** Grosse Pointe Woods, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $64.2M across 143 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **Works with:** Pre-retirees, Retirees
- **CRD:** 6320750 (https://adviserinfo.sec.gov/individual/summary/6320750)
- **SEC registration:** Investment adviser representative in MI, NC, NY
- **Exams passed:** Series 66 (2014)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.bowlinefinancial.com/

## Frequently asked questions

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

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

### Where is Matthew Sumnicht based?

Matthew Sumnicht is based in Grosse Pointe Woods, Michigan.

### What does Matthew specialize in?

Matthew's specialties include retirement planning, estate & legacy planning and small business owners. Matthew works with pre-retirees and retirees.

### Is Matthew Sumnicht registered with the SEC?

Yes. Matthew Sumnicht is registered as an investment adviser representative in MI, NC and NY (CRD 6320750), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bowline Financial manage?

Bowline Financial reports $64.2M across 143 accounts in assets under management.

### How do I contact Matthew Sumnicht?

Through Matthew's website, www.bowlinefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6320750): 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://bowlinefinancial.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.