Hutchison Investment Advisors fees and pricing
Financial planner in Phoenix, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 29, 2024, Hutchison Investment Advisors charges $150 an hour and a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 29, 2024. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Fees are based on $150 per hour or negotiated one-time fixed fee (typically $500) - no long-term contracts.”
- Flat or project fee
- $500
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hutchison Investment Advisors’ fees compare
- Its hourly rate of $150 is below the Arizona median of $275. 4% of the 195 other Arizona planners that publish an hourly rate charge less.
- 1 of the 42 other planners in Phoenix that publish an hourly rate charge less.
- Its flat or project fee of $500 is below the Arizona median of $3,100. 3% of the 164 other Arizona planners that publish a flat or project fee charge less.
- None of the 30 other planners in Phoenix that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Hutchison Investment Advisors
“ADVISORS, INC. provides personalized, confidential financial planning and investment recommendations on a non-discretionary basis to individuals and profit-sharing plans, trusts, estates, charitable organizations and small businesses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Founded: 1988 (38 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and newsletters and publications
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 116090
- Phone
- (602) 955-7500
Other planners in Phoenix that publish fees
- Ability FirstPhoenix$12,000/yr
- Alpha FiduciaryPhoenix$350/hr
- Arcadia Wealth LLCPhoenix$350-$750/hr, $5,000-$25,000
- Arcwood Financial, LLCPhoenix$1,000
- B&e Financial ServicesPhoenix$500/hr, $2,000-$20,000/yr
- Bledsoe Asset Management, LLCPhoenix$250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.