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CFP · PFS
MC
CFP · PFS

Matthew Costigan

Hbks Wealth Advisors
18 Years of Experience
Warrendale, PA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Matthew Costigan is a CFP, PFS-designated registered investment advisor at Hbks Wealth Advisors, based in Warrendale, PA, with 18 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 7,824 clients with $7.7B in assets under management.

Hbks Wealth Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
7,824 clients
Average Client Portfolio
$979K average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Fees are based on a percentage of assets under management, varying by factors such as asset type and account size, with a maximum annual fee of 2.75%. Fees may be negotiated in limited circumstances.

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

Location

200 Pinewood Lane, Suite 204, Warrendale, PA, 15086

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History

Regulatory History (1)
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Customer Dispute
January 2016
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Matthew is a CPA at Hill Barth and King LLC, dedicating about three-quarters of his time to tax accounting. He also works as an agent selling fixed insurance through HBK Sorce Insurance LLC, spending minimal time on this activity, and is a board member for North Catholic Foundation Board, spending minimal time on admin duties. Matthew is also a member/owner in several holding and rental property companies, spending minimal time on these activities.

Employment History
Current Registrations
Hbks Wealth Advisors
April 2010 - Present · 16 yrs 6 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2010 - January 2021 · 10 yrs 7 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2009 - April 2010 · 1 yr 3 mos
Hbk Sorce Advisory LLC
September 2008 - April 2010 · 1 yr 7 mos
Securities America, INC.Broker
December 2007 - December 2008 · 1 yr
State Registrations5 states
CAFLOHPATX
Advisor

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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