Matthew Hudgins
Mosaic Wealth Management · Atlanta, Georgia
Matthew Hudgins is a fee-only financial advisor at Mosaic Wealth Management in Atlanta, Georgia, who holds the CFA credential. Mosaic Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- Physicians
- Founders
- Divorced individuals
Facts
| Firm | Mosaic Wealth Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $238.8M across 348 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA, LA · CRD 2524749 |
| Exams passed | Series 63 (1995) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.mosaicw.com |
| Profile |
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Questions about Matthew
Is Matthew Hudgins a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Mosaic 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's firm, Mosaic Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Hudgins based?
Matthew Hudgins is based in Atlanta, Georgia.
What credentials does Matthew Hudgins hold?
Matthew Hudgins holds the CFA credential.
Is Matthew Hudgins registered with the SEC?
Yes. Matthew Hudgins is registered as an investment adviser representative in GA and LA (CRD 2524749), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mosaic Wealth Management manage?
Mosaic Wealth Management reports $238.8M across 348 accounts in assets under management.
How do I contact Matthew Hudgins?
Through Matthew's website, www.mosaicw.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
- Mosaic 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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