Matthew
Horton
Hbks Wealth Advisors
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About this Advisor
Matthew Horton is a financial advisor who works out of Fort Myers, Florida with a total of 1 year of industry experience. Horton is on the advisory team at Hbks Wealth Advisors. During their career, Horton has held roles at Hbks Wealth Advisors, Conte Wealth Advisors LLC, Kj'S Steakhouse, Bistro 41, Garwoods Restaurant And Pub, Chile'S Grill And Bar, Florida Southwestern State College, Florida Gulf Coast University, Kingswood Regional Middle School and Kingswood Regional High School. Horton maintains a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Florida. Hbks Wealth Advisors is a financial advisory company based out of Erie, PA. The company has offices in 13 locations and a total of 95 advisors. It controls $5 billion in assets under management across its 15,664 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 10 charitable organizations. Of its 15,664 client accounts, 18% are associated with high-net-worth investors who have more than $1 million in assets. Hbks Wealth Advisors provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Financial management fee schedules typically vary depending on which service is offered. However, fee types billed by Hbks Wealth Advisors most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hbks Wealth Advisors Brokerage Details
$4,991,756,194
95
15,664
$318,677
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Matthew Horton Work History
Matthew has been registered as a financial advisor for 1 years.*
Hbks Wealth Advisors
Conte Wealth Advisors LLC
Florida Gulf Coast University
Kj'S Steakhouse
Florida Southwestern State College
Bistro 41
Garwoods Restaurant And Pub
Bistro 41
Chile'S Grill And Bar
Garwoods Restaurant And Pub
Kingswood Regional High School
Kingswood Regional Middle School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Horton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hbks Wealth Advisors
Erie, PA
Erie, PA
Philadelphia, PA
Naples, FL
Fredonia, NY
Warrendale, PA
Warrendale, PA
Erie, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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