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MA

Matt G. Addington

FARTHER
Willow Park, TX 76087
Some features on this profile are disabled
CRD#: 5110554
MA

Professional summary

Matt Gregg Addington, CFP®, who also goes by Matt Addington, Matthew Gregg Addington, Matthew Addington, is a registered financial advisor currently at FARTHER located in Willow Park, Texas.

Matt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Matt has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matt Addington | Matthew Gregg Addington | Matthew Addington

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matt Gregg Addington's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

March 13, 2026 - Present

FARTHER

Office #1: 5064 E Interstate 20 Service Rd S, Willow Park, TX 76087
RIA
CRD#: 302050
Willow Park, TX
Past

May 6, 2022 - December 31, 2025

CONSTITUTION WEALTH LLC

RIA
CRD#: 313916
Willow Park, TX
Past

January 26, 2016 - March 27, 2026

WORTHPOINTE

RIA
CRD#: 143996
Willow Park, TX
Past

November 12, 2014 - January 28, 2016

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
WESTLAKE, TX
Past

October 24, 2014 - January 22, 2016

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX
Past

November 24, 2009 - September 11, 2014

TD AMERITRADE, INC.

BD
CRD#: 7870
FORT WORTH, TX
Past

November 18, 2009 - September 11, 2014

TD AMERITRADE, INC.

RIA
CRD#: 7870
FORT WORTH, TX
Past

November 18, 2009 - September 11, 2014

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
FORT WORTH, TX
Past

May 24, 2007 - March 5, 2008

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
WESTLAKE, TX
Past

April 25, 2006 - March 5, 2008

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(3/13/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/23/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/12/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/22/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/24/2006
General Securities Representative Examination

Current Firm

FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)
FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts24,245
AUM (Assets Under Management)$ 7,523,810,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FARTHER

CRD#: 302050Willow Park, TX 76087

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