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CFP
MH
CFP

Matthew Hurley

Independent Financial Group, LLC
38 Years of Experience
San Diego, CA
6 DisclosuresBrokerSells Insurance
View SEC Summary
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Matthew Hurley is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in San Diego, CA, with 38 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.

Independent Financial Group, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
538 advisors
Number of Clients
44,045 clients
Average Client Portfolio
$257K average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.

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 1 mo
Independent Financial Group, LLCBroker
March 2020 - Present · 6 yrs 1 mo
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 Registrations12 states
AZCACOFLMDMNMSNJORTXVAWA
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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