Matthew Hurley
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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
6265 Greenwich Avenue Suite 220, San Diego, CA, 92122
Get directionsHistory
Regulatory History (6)
Customer Dispute
December 2025Customer Dispute
January 2016Customer Dispute
October 2014Customer Dispute
April 2003Customer Dispute
March 2001Customer Dispute
September 1996Other 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
Independent Financial Group, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Oppenheimer & CO. INC.Broker
Oppenheimer & CO. INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Securities IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
Painewebber IncorporatedBroker
Blinder, Robinson & CO., INC.Broker
State Registrations12 states
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.