Richard Hutchinson
Richard Hutchinson is a CFP-designated registered investment advisor at Dick Hutchinson Registered Investment Advisor, based in Branford, CT, with 17 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 24 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Minimum annual fee of $2,500. Dick Hutchinson Registered Investment Advisor may waive financial planning fees for clients who have also engaged the firm for portfolio management services in its sole discretion.
Fee Estimator
Location
Branford, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Richard is a board member of Mary Wade Nursing Home, a non-profit organization, since 1995. This activity is not investment-related.
Employment History
Current Registrations
Dick Hutchinson Registered Investment Advisor
Previous Registrations
Summit Investor Coach, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.