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Matthew Scott Ervin

Matthew Scott Ervin

CFP®, CPWA®
FORUM WEALTH GROUP
LIPAN, TX
·CRD# 6458262·11 years experience

Professional Summary

Matthew Scott Ervin, CFP®, CPWA®, who also goes by Matt Ervin, is a registered financial advisor currently at FORUM WEALTH GROUP located in Lipan, Texas. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Matthew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Matt Ervin

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2019
CPWA®
Certified Private Wealth AdvisorValid 2021-05-12 ~ 2023-04-30

Years of Experience

11 years in the financial services industry

Current & Past Employments

FORUM WEALTH GROUP·CRD# 341013
RIA
Lipan, TX
April 10, 2026 - Present
CALTON & ASSOCIATES, INC.·CRD# 20999
BD
Eastland, TX
July 29, 2016 - January 30, 2026
SMART MONEY GROUP, LLC·CRD# 284187
RIA
Eastland, TX
July 28, 2016 - January 30, 2026
VSR FINANCIAL SERVICES, INC.·CRD# 14503
RIA
Eastland, TX
January 19, 2016 - July 29, 2016
VSR FINANCIAL SERVICES, INC.·CRD# 14503
BD
Eastland, TX
October 22, 2015 - July 29, 2016

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Current Firm

FW
FORUM WEALTH GROUP

FORUM WEALTH GROUP | FORUM WEALTH GROUP, LLC

CRD#: 341013
Texas
Registered Investment Advisory firm - Texas (4/10/2026 Approved)

Contact Information

Main Address

Lipan, TX

Phone Number

(682) 260-8892

# of Employees

1

Documents

Latest Form ADV
0

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Independent Insurance Agent Mercor, Inc.; Independent Contractor; Not Investment Related; 10 South Riverside Plaza, San Francisco CA 94102; Description: Technology / Artificial Intelligence Research Company; Responsibilities: AI Prompt reviewer/Model Evaluator/Writer; 2025-11-03; 6 Hours per month devoted to business during trading hours; 80 Hours per month devoted to business outside trading hours; 10 Percent of total yearly compensation expected to be derived from the business; Website address: https://work.mercor.com. Dr. Sam Pack College of Business – Tarleton State University, Financial Planning Degree Advisory Board; Volunteer Board Member; Not Investment Related; 1701 W Washington St. Stephenville TX 76401; Description: Higher Education; Responsibilities: Curriculum Assessment, Student Recruitment/Education/Engagement/Career Development; 2025-11-01; 2 Hours per month devoted to business during trading hours; 0 Hours per month devoted to business outside trading hours; 0 Percent of total yearly compensation expected to be derived from the business. Matt Ervin; Owner/Manager; Not Investment Related; 300 Kickapoo Ct Lipan TX 76462; Description: Ranch/Livestock/Production; Responsibilities: Raise/Manage Livestock; 2021-11-30; 0 Hours per month devoted to business during trading hours; 20 Hours per month devoted to business outside trading hours; 5 Percent of total yearly compensation expected to be derived from the business. GLG Consulting; Independent Contractor-Network Expert; Not investment related; 60 East 42nd Street, 3rd Floor New York NY 10165; Description: Conduct primary qualitative and quantitative research to answer complex questions and first-time problems. Field test hypotheses or gain deeper market intelligence with access to hard-to-find respondents; 2026-06-17; 1 Hour per month devoted to business during trading hours; 1 Hour per month devoted to business outside trading hours; 0.5 Percent of total yearly compensation expected to be derived from the business; Website address for the organization: https://glg.com/.

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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.
IAR
Texas
(4/10/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2016About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2015About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Matthew Scott Ervin's CRS (Customer Relationship Summary).

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Matthew Scott Ervin
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