Matthew Spilfogel
Advisor at Novem Group
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Matthew Spilfogel is a financial advisor at Novem Group in Jupiter, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Novem Group, he worked at Antimicrobial Solutions, LLC, Temple Torat Emet, and G-Star School of the Arts. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis across multiple asset classes, tailoring portfolio construction to individual investment policies and risk tolerances.
Client services
Based on Novem Group
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Fee options
Flat fee (dollar amount or percentage of assets) available for financial planning; specific amounts not stated
$0 - $250,000: 2.50% $250,001 - $500,000: 2.25% $500,001 - $1,000,000: 2.00% $1,000,001 - $5,000,000: 1.75% Over $5,000,000+: 1.50%
Accepts compensation for sale of securities/products including commissions and asset-based sales charges
Hourly rates available for financial planning; specific amounts not stated
Fee-only: Flat fees or hourly rates available for financial planning
Location
601 Heritage Drive, Suite 220
Jupiter, FL 33458
Most active in
Matthew S has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
Novem Group
2021 - Present (5 years)
Antimicrobial Solutions, LLC
2020 - 2021 (1 year)
Temple Torat Emet
2019 - 2020 (1 year)
G-Star School of the Arts
2014 - 2019 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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