Matthew Costigan
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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 7,824 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HBKS Wealth Advisors charges a fee based on a percentage of the assets they manage. The fee is calculated and paid quarterly, typically in advance, based on the market value of the assets. Fees may be negotiable in limited circumstances. Clients may also pay fees to sub-advisors, overlay managers, or third-party service providers.
Location
200 Pinewood Lane, Suite 204, Warrendale, PA, 15086
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Regulatory History (1)
Customer Dispute
January 2016Other 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
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Purshe Kaplan Sterling InvestmentsBroker
Hbk Sorce Advisory LLC
Securities America, INC.Broker
State Registrations5 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.