Matthew Szabad
Noble Family Wealth · Clearwater, Florida
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.
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Facts
| Firm | Noble Family Wealth |
|---|---|
| Based in | Clearwater, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $527.5M across 488 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 5198376 |
| Exams passed | Series 63 (2006) · Series 65 (2008) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | noblefamilywealth.com |
How Matthew's firm compares
- Noble Family Wealth's average account is about $1.1 million, from its Form ADV (assets managed divided by 488 accounts).
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Questions about Matthew
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.
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
- 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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