Matthew Hudak is a CFP-designated registered investment advisor at Cocreate Financial, based in Bozeman, MT, with 12 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 112 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.88% |
| $1.0M - $1.5M | 1.75% |
| $1.5M - $2.0M | 1.63% |
| $2M+ | 1.25% |
Fees are negotiable in special circumstances based on account size, complexity, and anticipated future earning capacity.
Fee Estimator
Location
1805 W Dickerson, Building 2, Suite 3, Bozeman, MT, 59715
Get directionsHistory
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 Activities
Matthew commits minimal time to Family Promise, a non-investment related activity. He spends nearly full-time working for CoCreate, a DBA.
Employment History
Current Registrations
Cocreate Financial
Previous Registrations
Regal Investment Advisors LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
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
More Advisors
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