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Matthew Aubrey Bowers

Advisor at HBW Advisory Services LLC — Pullman, WA

Updated today

Credentials

Series 66

Experience

3 years

Location

Pullman, WA

HBW Advisory Services LLC logo

HBW Advisory Services LLC

Multi-team

Total advisors

68

Across 35 offices

Clients per advisor

203 Very High

Avg AUM per client

$119,864 Very Low

HNW client ratio

1% Very Low

About

Matthew Bowers is a Series 66-credentialed financial advisor with three years of industry experience. He is currently with HBW Advisory Services LLC and previously worked at Equitable Advisors. Bowers serves as a platoon leader in the Idaho Army National Guard. HBW Advisory Services manages approximately $1.75 billion in client assets, offering asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and sub-advisers, with a client servicing model that includes institutional and intermediary roles alongside a high client load per advisor.

Client services

Based on HBW Advisory Services LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on HBW Advisory Services LLC

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Up to $10,000 fixed rate for combined ongoing financial planning and asset management services; up to $2,500 fixed fee for financial planning services.

Percentage

$0+: up to 2.00% $0+: up to 1.50% (Online Portfolio Management via Betterment LLC) $0+: 0.35% (Sub-advisory services to Midland National Life Insurance Co)

Commissions

Commission-based compensation received by registered representatives for sales of securities and insurance products, separate from advisory fees.

Project-based

Up to $300 per hour for financial planning and consulting services.

Location

See office

Pullman, WA

Pullman WA

Advisors at this office

1

Most active in

Washington

Work history

3 years of industry experience

Washington State University Department of Veterans Affairs

2025 - Present • 1 year

Pullman, WA

HBW Advisory Services LLC

2024 - Present • 2 years

Simi Valley, CA

Equitable Advisors

2022 - 2024 • 2 years

New York, NY

A New Leaf Inc.

2022 - 2022 • 1 year

Meridian, ID

Seattle Pacific University

2021 - 2021 • 1 year

Seattle, WA

TIPTOP Cleanings

2020 - 2020 • 1 year

Meridian, ID

Edward Jones

2020 - 2020 • 1 year

Seattle, WA

Verve Bowls

2020 - 2020 • 1 year

Seattle, WA

Big City Coffee

2018 - 2020 • 2 years

Boise, ID

Seattle Pacific University

2017 - 2021 • 4 years

Seattle, WA

Pro-Cut Landscape Maintenance

2017 - 2017 • 1 year

Boise, ID

Idaho Army National Guard

2017 - Present • 9 years

Boise, ID

The Ambrose School

2012 - 2017 • 5 years

Meridian, ID

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James T

Series 66

Pullman, WA

Atrato Asset Management LLC

James Tallent is the sole advisor at Atrato Asset Management LLC in Pullman, WA, holding a Series 66 designation with 16 years of industry experience. He has led Atrato Asset Management since its founding in 2009. Atrato Asset Management LLC provides discretionary and non-discretionary investment advisory and family office services primarily to wealthy family groups and high-net-worth individuals. The firm focuses on portfolio construction, asset allocation, manager selection, and ongoing oversight, typically operating on a non-discretionary basis and utilizing fundamental and cyclical analysis alongside third-party managers and private funds.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management
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Ma Kayla B

Series 65

Moscow, ID

HRC Wealth Management, LLC

Ma Kayla Baldus is a financial advisor at HRC Wealth Management, LLC in Moscow, ID. She holds a Series 65 designation and has recently entered the industry, with prior work experience including roles at Red Star Coffee Company and Java Stop. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses a multi-asset approach combining fundamental and technical analysis to manage primarily long-term portfolios and maintains an affiliation with an accounting firm that offers tax and accounting services.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Sarah B

CFP®, Series 65

Colton, WA

Boldin Advisors

Sarah Busch is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with Boldin Advisors and previously worked at NewRetirement Advisors LLC and Northstar Financial Management, Inc. Outside of her advisory role, she is a 50% owner of a farming operation and a land holding company in Colton, WA. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, emphasizing a long-term, diversified investment approach using indexed mutual funds and ETFs. The firm offers planning through fixed, hourly, or ongoing engagements but does not manage client portfolios or hold client assets.

General retirement planning Income planning Passive / index investing
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Christopher W

CFP®, ChFC®, Series 63, Series 66

Moscow, ID

HRC Wealth Management, LLC

Christopher Walker is a CFP® and ChFC® with 17 years of industry experience. He is currently with HRC Wealth Management, LLC and has previously worked at Northwestern Mutual in various capacities from 2009 to 2020. Outside of his financial advisory role, he assists clients with health and fixed insurance products. HRC Wealth Management provides comprehensive asset management and financial planning services to individuals, high net worth clients, and trusts and estates. The firm employs a blend of fundamental, technical, and cyclical analysis and offers discretionary portfolio management with ongoing monitoring and rebalancing.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Jerald L

CFP®, PFS™, Series 65

Moscow, ID

HRC Wealth Management, LLC

Jerald Lewis is a CFP® and PFS™ with 26 years of experience in financial advising. He has been with HRC Wealth Management, LLC and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory roles, he serves as Treasurer for Pure Line Seeds, Inc. and is a finance committee member for Moscow Bear Boosters, Inc. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-asset investment approach with ongoing portfolio monitoring, combining fundamental and technical analysis to manage primarily long-term portfolios.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Nathan S

PFS™, Series 65

Moscow, ID

HRC Wealth Management, LLC

Nathan Strong is a financial advisor at HRC Wealth Management, LLC in Moscow, ID, holding the PFS™ designation and Series 65 license with 26 years of industry experience. He has been with HRC Wealth Management and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory role, he is a minority member of Jungo, LLC, a software and app development company. HRC Wealth Management provides comprehensive asset management and financial planning to individuals, high-net-worth clients, and trusts. The firm employs a multi-asset investment approach with fundamental and technical analysis and maintains an affiliation with Hayden Ross PLLC, offering integrated tax and accounting services.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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