MH
MH

Matthew Thomas Hamel

24 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
18 advisors
Number of Clients
10,451 clients
Average Client Portfolio
$547K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
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Location

9015 Strada Stell Ct, Suite 203, Naples, FL, 34109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Foreside Financial Services, LLCBroker
November 2025 - Present · 3 mos
Symmetry Partners
October 2025 - Present · 4 mos
Previous Registrations
Capital Wealth Planning, LLC
October 2024 - October 2025 · 1 yr
Vp Distributors LLCBroker
December 2000 - October 2022 · 21 yrs 10 mos
Phoenix Equity Planning CorporationBroker
December 1999 - May 2000 · 5 mos
Pxp Securities CORP.Broker
December 1998 - December 1999 · 1 yr
Dean Witter Reynolds INC.Broker
May 1998 - November 1998 · 6 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.
Matthew Thomas Hamel - Financial Advisor | TrueAdvisor