# Matthew Szabad

> Matthew Szabad is a fee-only financial advisor at Noble Family Wealth in Clearwater, Florida, who holds the CFP credential. Noble Family Wealth reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-szabad/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Noble Family Wealth
- **Based in:** Clearwater, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $527.5M across 488 accounts
- **Credentials:** CFP
- **CRD:** 5198376 (https://adviserinfo.sec.gov/individual/summary/5198376)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 63 (2006), Series 65 (2008)
- **Firm size:** 9 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://noblefamilywealth.com/

## Frequently asked questions

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

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

### Where is Matthew Szabad based?

Matthew Szabad is based in Clearwater, Florida.

### What credentials does Matthew Szabad hold?

Matthew Szabad holds the CFP credential.

### Is Matthew Szabad registered with the SEC?

Yes. Matthew Szabad is registered as an investment adviser representative in FL and TX (CRD 5198376), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Noble Family Wealth manage?

Noble Family Wealth reports $527.5M across 488 accounts in assets under management.

### How do I contact Matthew Szabad?

Through Matthew's website, noblefamilywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5198376): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.