Matthew Thomas Harvey
Investment adviser representative at Hfg Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$505.6MFirm 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.
- Bellatore Financial, Inc.Sep 2026 to now
- Hfg Wealth Management, LLCMay 2023 to now
- Buckingham Strategic Wealth, LLCDec 2021 to Apr 2023
- Hfg Wealth Management, LLCJan 2018 to Dec 2021
- Apt. HuntersNov 2017 to Jan 2018
- Montford MultifamilyJul 2017 to Nov 2017
- Canyonview CapitalNov 2016 to Jul 2017
- University of Central ArkansasJan 2015 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Hfg Wealth Management, LLC
$505.6MAssets managed
442Clients
3Advisers
17 yearsIn 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
- 6906351
- Firm CRD
- 148406