TrueAdvisor
TrueAdvisor
MH
MH

Matthew a Hobson

Mercer Global Advisors INC.
15 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Mercer Global Advisors INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
31,333 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$60.3B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$800

Location

35 NW Hawthorne Ave, Bend, OR, 97703

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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 Activities

Matthew uses "Eagle Wealth Management" as a DBA name for marketing purposes since 2014. This activity is investment-related.

Employment History
Current Registrations
Mercer Global Advisors INC.
September 2025 - Present · 5 mos
My Legacy Advisors, LLC
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
United Planners' Financial Services of America a Limited Partner
November 2017 - November 2017 · 0 mos
United Planners' Financial Services of America a Limited PartnerBroker
November 2017 - February 2020 · 2 yrs 3 mos
Sii Investments, INC.Broker
July 2014 - November 2017 · 3 yrs 4 mos
Sii Investments, INC.
July 2014 - November 2017 · 3 yrs 4 mos
Cuso Financial Services, L.P.
December 2011 - May 2014 · 2 yrs 5 mos
Cuso Financial Services, L.P.Broker
December 2011 - May 2014 · 2 yrs 5 mos
Ameriprise Financial Services, INC.Broker
August 2010 - December 2011 · 1 yr 4 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.