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Matthew Edward Fitzsimmons

Investment adviser representative at The Watchman Group, Inc.
23 yearsExperience
2 statesRegistered in
$639.7MFirm assets
21 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

23 years in the industry.

  1. The Watchman Group, Inc.Jun 2017 to now
  2. True North Advisors, LLCMay 2003 to now

Exams passed

  • Series 66 · Uniform Combined State Law2000

State registrations

Registered as an investment adviser representative in 2 states (LA, TX).

The Watchman Group, Inc.

$639.7MAssets managed
266Clients
5Advisers
21 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3235326
Firm CRD
133690
Advisor's SEC record (opens in a new tab)
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