Matthew Harbert
Instrumental Wealth · Tampa, Florida
Matthew Harbert is a fee-only financial advisor at Instrumental Wealth in Tampa, Florida. Instrumental Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Instrumental Wealth |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $508.0M across 2,128 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 3005758 |
| Exams passed | Series 63 (1998) · Series 66 (2015) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.instrumentalwealth.com |
| Profile |
How Matthew's firm compares
- Instrumental Wealth's average account is about $239,000, from its Form ADV (assets managed divided by 2,128 accounts).
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Questions about Matthew
Is Matthew Harbert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Instrumental Wealth 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's firm, Instrumental Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Harbert based?
Matthew Harbert is based in Tampa, Florida.
Is Matthew Harbert registered with the SEC?
Yes. Matthew Harbert is registered as an investment adviser representative in FL and TX (CRD 3005758), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Instrumental Wealth manage?
Instrumental Wealth reports $508.0M across 2,128 accounts in assets under management.
How do I contact Matthew Harbert?
Through Matthew's website, www.instrumentalwealth.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
- 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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