Matthew Thomas Harvey

CFP

Hfg Wealth Management, LLC

4 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Hfg Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

435 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$460.7M

Fee Structure

Minimum Investment:$1M

Minimum Annual Fee:$15,000

Location

1790 Hughes Landing Blvd, Suite 575, The Woodlands, TX, 77380

Get directions

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.

Employment History

Current Registrations

Hfg Wealth Management, LLC

May 2023 - Present · 2 yrs 9 mos

Previous Registrations

Buckingham Strategic Wealth, LLC

February 2022 - April 2023 · 1 yr 2 mos

Hfg Wealth Management, LLC

August 2021 - December 2021 · 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.