Matthew Peter Francis
Investment adviser representative at Hbw Advisory Services LLC
18 yearsExperience
2 statesRegistered in
$1.7BFirm assets
13 yearsFirm in business
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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
- Seminars and workshops
Experience
18 years in the industry.
- Hbw Advisory Services LLCApr 2025 to now
- Bayside ChurchJan 2021 to now
- Matty Fran MediaJun 2008 to now
- Western PowersportsJul 2018 to Jan 2019
- Sound UnitedOct 2017 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Hbw Advisory Services LLC
$1.7BAssets managed
13,864Clients
68Advisers
13 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
- 8072183
- Firm CRD
- 143665