Matthew Hearn is a CFP, ChFC-designated registered investment advisor at Farther, based in Winston Salem, NC, with 22 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 14,965 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from negotiable up to 2.00% depending on account complexity, asset amount, and independent managers utilized.
Fee Estimator
Location
2160 Country Club Road, Winston Salem, NC, 27104
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is a tax planner/advisor at Cannon & Co, LLP, and a registered representative with Private Client Services. He also works with Advisors Financial Group and Simplicity Group placing insurance, and runs Cannon Wealth Management Services LLC, dedicating about three-quarters of his time to it. Finally, Matthew is the president of Method To My Money, Inc., providing faith-based financial education.
Employment History
Current Registrations
Farther
Previous Registrations
Cannon Wealth Management Services
Private Client Services, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
1st Global Capital CORP.Broker
1st Global Advisors INC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations2 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.
Exams
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