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MH
CFP
MH
CFP

Matthew Hurley

Independent Financial Group, LLC
39 Years of Experience
San Diego, CA
6 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Matthew Hurley is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in San Diego, CA, with 39 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B in assets under management.

Independent Financial Group, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
541 advisors
Number of Clients
26,635 clients
Average Client Portfolio
$485K average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5M+2.00%

Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6265 Greenwich Avenue Suite 220, San Diego, CA, 92122

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2025
Pending
Customer Dispute
January 2016
Settled
Customer Dispute
October 2014
Denied
Customer Dispute
April 2003
Denied
Customer Dispute
March 2001
Denied
Customer Dispute
September 1996
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Matthew is an insurance agent since 2020, dedicating minimal time to insurance sales. He also serves as an Officer/Director for Hurley Wealth Management, offering comprehensive wealth management services, taking about a quarter of his time.

Employment History
Current Registrations
Independent Financial Group, LLC
March 2020 - Present · 6 yrs 7 mos
Independent Financial Group, LLCBroker
March 2020 - Present · 6 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
September 2015 - April 2020 · 4 yrs 7 mos
Wells Fargo Clearing Services, LLC
September 2015 - April 2020 · 4 yrs 7 mos
Oppenheimer & CO. INC.Broker
October 2005 - October 2015 · 10 yrs
Oppenheimer & CO. INC.
October 2005 - October 2015 · 10 yrs
Merrill Lynch Pierce Fenner & Smith INC.
October 1999 - October 2005 · 6 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1999 - October 2005 · 6 yrs 2 mos
Prudential Securities IncorporatedBroker
February 1993 - August 1999 · 6 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
December 1991 - February 1993 · 1 yr 2 mos
Painewebber IncorporatedBroker
August 1990 - December 1991 · 1 yr 4 mos
Blinder, Robinson & CO., INC.Broker
July 1987 - October 1990 · 3 yrs 3 mos
State Registrations13 states
AZCACOFLMDMNMSNCNJORTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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