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Matthew Thomas Harvey

Matthew T. Harvey

HFG WEALTH MANAGEMENT
THE WOODLANDS, TX 77380
Some features on this profile are disabled
CRD#: 6906351
Matthew Thomas Harvey

Professional summary

Matthew Thomas Harvey, CFP® is a registered financial advisor currently at HFG WEALTH MANAGEMENT, LLC located in The Woodlands, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Matthew has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Matthew Thomas Harvey'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: 2022

Experience

Current

May 2, 2023 - Present

HFG WEALTH MANAGEMENT, LLC

Office #1: 1790 Hughes Landing Blvd Suite 575, The Woodlands, TX 77380
RIA
CRD#: 148406
THE WOODLANDS, TX
Past

February 2, 2022 - April 25, 2023

BUCKINGHAM STRATEGIC WEALTH, LLC

RIA
CRD#: 143323
HOUSTON, TX
Past

August 9, 2021 - December 21, 2021

HFG WEALTH MANAGEMENT, LLC

RIA
CRD#: 148406
THE WOODLANDS, 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".
HW
HFG WEALTH MANAGEMENT, LLC
HARVEY FINANCIAL GROUP | HFG WEALTH MANAGEMENT, LLC

CRD#: 148406 / SEC#: 801-69751

RIA
Registered Investment Advisory firm - (11/28/2008 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
(5/2/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/9/2021
Uniform Investment Adviser Law Examination

Current Firm

HW
HFG WEALTH MANAGEMENT, LLC
HARVEY FINANCIAL GROUP | HFG WEALTH MANAGEMENT, LLC

CRD#: 148406 / SEC#: 801-69751

RIA
Registered Investment Advisory firm - (11/28/2008 Approved)
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Contact information

Main Address
1790 Hughes Landing Blvd Suite 575, The Woodlands, TX 77380
Mailing Address
Phone number
(832) 585-0110
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (4 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

HFG WEALTH MANAGEMENT, LLC ADV PART 2A (3/7/2025)

Regulatory assets under management

Total Number of Accounts1,447
AUM (Assets Under Management)$ 460,740,848

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

HFG WEALTH MANAGEMENT, LLC

CRD#: 148406The Woodlands, TX 77380

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