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Thomas Matthew Hubbell

Advisor at Cambridge Investment Research Advisors — Burleson, TX

Updated today

Credentials

Series 63, Series 65, Series 66

Experience

26 years

Location

Burleson, TX 76028

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,909

Across 2,197 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Thomas Hubbell is a financial advisor with Cambridge Investment Research Advisors in Burleson, TX, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Kestra Advisory Services, Advisor Resource Council, and LPL Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Burleson, TX

255 Elk Dr., Ste. D

Burleson TX 76028

Advisors at this office

2

Most active in

Texas

Work history

26 years of industry experience

Cambridge Investment Research Advisors, Inc.

2025 - Present • 1 year

Fairifled, IA

Cambridge Investment Research, Inc.

2025 - Present • 1 year

Fairfield, IA

Kestra Advisory Services LLC

2021 - 2025 • 4 years

Burleson, TX

Kestra Investment Services LLC

2021 - 2025 • 4 years

Burleson, TX

Advisor Resource Council (Formerly: 360 Wealth Management, LLC)

2017 - 2021 • 4 years

Dallas, TX

LPL Financial, llc

2015 - 2021 • 6 years

Burleson, TX

Maverick Wealth Management

2015 - 2021 • 6 years

Burleson, TX

Ameriprise

2012 - 2015 • 3 years

Burleson, TX

Edward Jones

2009 - 2012 • 3 years

Lighthouse Capital Management

2006 - 2006 • 1 year

Houston, TX

Disclosures

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

Business activities & affiliations

David M

Series 63, Series 65, Series 6

Fort Worth, TX

First Command Advisory Services

David Morales is a financial advisor at First Command Advisory Services with Series 6, 63, and Series 65 licenses and one year of industry experience. Prior to joining First Command, he served in the U.S. Navy from 2015 to 2019 and received his bachelor’s degree in Finance at the University of San Diego. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform offering financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led financial coaching and provides tailored professional services through structured engagement cycles.

Active portfolio management Tax-loss harvesting Wealth management General retirement planning Roth conversion strategy Retired Military & Veterans Mid-Career Professionals Approaching retirement Young Professionals Retired
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Michael M

CFP®, Series 63, Series 65

Mansfield, TX

Miller Premier Investment Planning LLC

Michael Miller is a Certified Financial Planner® with 20 years of industry experience. He has been the principal advisor at Miller Premier Investment Planning LLC since 2007. His background includes military service, and he is involved in community activities such as pro bono debt counseling, financial literacy instruction, and volunteering with homeless ministries. Miller Premier Investment Planning LLC is an independent, fee-only firm serving individuals and families, primarily focusing on retirement planning and wealth management. The firm emphasizes asset allocation and fundamental analysis, providing personalized financial planning and investment management with a hands-on approach.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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Michael B

CFP®, Series 66

Burleson, TX

Azure Sky Financial Life Planning, LLC

Michael Babcock is a CFP® with 11 years of industry experience currently serving as CEO and Financial Life Planner at Azure Sky Financial Life Planning, LLC. He has previously worked with Perryman Securities, Inc. and Legacy Consulting Group, and also holds a Series 66 designation. In addition to his role at Azure Sky, he provides financial planning services under an independent contractor relationship with Origin Financial. Azure Sky Financial Life Planning, LLC offers values-based Financial Life Planning to individuals, couples, families, and charitable organizations, integrating life planning, financial planning, tax planning, and investment management. The firm emphasizes aligning clients’ personal values with their investments, providing options including socially conscious and Biblically Responsible Investing alongside a mix of passive and active strategies.

ESG / Sustainable investing Founder/Business Owner Religious/faith focused
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Matthew B

Series 63, Series 65

Aledo, TX

Harvest Capital Management

Matthew Beeby is a financial advisor at Harvest Capital Management in Aledo, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stephens from 2014 to 2018. Outside of advisory work, he owns and manages residential real estate investments through MHB Real Estate Investments, LLC. Harvest Capital Management provides investment advisory and planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a long-term, modern portfolio theory approach with fundamental analysis, offering services such as portfolio management, financial planning, and pension consulting.

Annuities
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Garrison L

Series 63, Series 65

Aledo, TX

G.P. Leach Securities LLC

Garrison Leach is the sole advisor at G.P. Leach Securities LLC in Aledo, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Cheldan Capital Management, L.L.C. and J.S. McNair Advisors. G.P. Leach Securities LLC provides quantitative portfolio management and advisory services to institutions and individual investors, offering a range of separately managed strategies executed primarily through exchange-traded funds. The firm employs a systematic, research-driven approach using proprietary models and incorporates derivatives and leverage where suitable, operating as a boutique manager with a broad and sophisticated strategy set.

Passive / index investing Active portfolio management
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Timothy D

CFP®, Series 65, Series 63

Aledo, TX

Dutton Financial Planning, LLC

Timothy Dutton is a CFP®-designated financial advisor with five years of industry experience. He is the principal of Dutton Financial Planning, LLC, an independent firm he has led since 2023. Prior to founding his own firm, he worked at Commonwealth Financial Network and Colorado Financial Management, LLC. Outside of financial advising, he serves as a sales manager for Cowtown Express Logistics, a transportation and logistics company. Dutton Financial Planning provides discretionary asset management, personal and business financial planning, and ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm is notable for its use of derivatives in separately managed accounts and combines outsourced model and co-advisor arrangements with in-house oversight.

Business Financial Management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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