Matthew Hague
Guide Wealth Management · Putnam Valley, New York
Matthew Hague is a fee-only financial advisor at Guide Wealth Management in Putnam Valley, New York, who holds the CFP credential. Matthew charges a percentage of assets (1.5% a year on the first tier of assets managed) and focuses on equity compensation, small business owners and tax planning.
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Specialties
Who they serve
- High earners
- Executives
- Retirees
Facts
| Firm | Guide Wealth Management |
|---|---|
| Based in | Putnam Valley, New York |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $42.1M across 183 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NY, TX · CRD 6505461 |
| Exams passed | Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | guidewealth.com |
| Profile |
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Questions about Matthew
Is Matthew Hague a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Guide Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew charges a percentage of assets.
How much does Matthew charge?
According to Guide Wealth Management's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.
Where is Matthew Hague based?
Matthew Hague is based in Putnam Valley, New York.
What does Matthew specialize in?
Matthew's specialties include equity compensation, small business owners and tax planning. Matthew works with high earners, executives and retirees.
What credentials does Matthew Hague hold?
Matthew Hague holds the CFP credential.
Is Matthew Hague registered with the SEC?
Yes. Matthew Hague is registered as an investment adviser representative in MA, NY and TX (CRD 6505461), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Guide Wealth Management manage?
Guide Wealth Management reports $42.1M across 183 accounts in assets under management.
How do I contact Matthew Hague?
Through Matthew's website, guidewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Guide Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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