Matthew Richard Hodges
Investment adviser representative at Napier Financial
11 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$587.9MFirm assets
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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
11 years in the industry.
- Napier FinancialJun 2026 to now
- Dreamfield Planning Group, LLCSep 2021 to now
- Teach Me Info, LLCMar 2025 to Jun 2026
- Origin FinancialFeb 2022 to Aug 2022
- Northwestern Mutual Wealth Management CompanyFeb 2015 to Aug 2021
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Napier Financial
Legal name: Napier Financial, LLC
$587.9MAssets managed
242Clients
9Advisers
1 yearIn 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
- 6156305
- Firm CRD
- 336725