MH
ChFC
MH
ChFC

Matthew Delbe Hudack

38 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness Owners
Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial plans range from $5,000 to $20,000 and are negotiable. Hourly work is billed at $500 per hour. Estate planning setup through Wealth.com is $750, with an optional $100 annual subscription.

Annual Retainer:$5,000/year
One-Time Plan:$5,000 - $20,000
Hourly Rate:$500/hr
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Location

180 E. Main St., Ste 206, Tustin, CA, 92780

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Matthew owns Rite Properties, LLC and Rite Island Properties, LLC, both real estate investments, but his spouse handles the management. He is also the President and owner of MD Hudack Insurance Service, Inc. selling life insurance (full-time) and Financial Synergisitics Group, Inc. (about a quarter of his time) for insurance and business consulting.

Employment History
Current Registrations
Financial Synergistics Group, INC.
September 2019 - Present · 6 yrs 5 mos
Private Management Group INC
April 2018 - Present · 7 yrs 10 mos
Previous Registrations
John Hancock Distributors LLCBroker
August 1993 - January 2018 · 24 yrs 5 mos
Dolphin Securities, INC.Broker
February 1990 - November 2002 · 12 yrs 9 mos
Capital Alliance Investments IncorporatedBroker
April 1989 - February 1990 · 10 mos
Manequity, INC.Broker
October 1986 - November 1991 · 5 yrs 1 mo
State Registrations4 states
AZCAFLTX
Advisor
Exams
No exam information available for this advisor.