Matthew Hudak
CoCreate Financial · Bozeman, Montana
Matthew Hudak is a fee-only financial advisor at CoCreate Financial in Bozeman, Montana, who holds the CFP credential. Matthew focuses on retirement planning, tax planning and estate & legacy planning. CoCreate Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Pre-retirees
- Divorced individuals
Facts
| Firm | CoCreate Financial |
|---|---|
| Based in | Bozeman, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $37.7M across 316 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MT, TX · CRD 6206300 |
| Exams passed | Series 66 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | cocreatefinancial.com |
| Profile |
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Questions about Matthew
Is Matthew Hudak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and CoCreate Financial 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, CoCreate Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Hudak based?
Matthew Hudak is based in Bozeman, Montana.
What does Matthew specialize in?
Matthew's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Matthew works with founders, pre-retirees and divorced individuals.
What credentials does Matthew Hudak hold?
Matthew Hudak holds the CFP credential.
Is Matthew Hudak registered with the SEC?
Yes. Matthew Hudak is registered as an investment adviser representative in MT and TX (CRD 6206300), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CoCreate Financial manage?
CoCreate Financial reports $37.7M across 316 accounts in assets under management.
How do I contact Matthew Hudak?
Through Matthew's website, cocreatefinancial.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
- CoCreate Financial 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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