Matthew Hodges is a CFA, CFP-designated registered investment advisor at Napier Financial, based in Braintree, MA, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 242 clients with $590M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Contact
Matthew Hodges
Location
140 Wood Road, Suite 400E, Braintree, MA, 02184
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the founder of Teach Me Info, LLC, an educational platform focused on financial literacy. He spends about 10-20% of his time on this non-investment related activity.
Employment History
Current Registrations
Napier Financial
Dreamfield Planning Group, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Delphinus Financial Advisors, LLC
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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