Harvey Atwood Hutchinson
HH
CFP
Harvey Atwood Hutchinson
HH
CFP

Harvey Hutchinson

7 Years of Experience
Fairhope, AL

Harvey Hutchinson is a CFP-designated registered investment advisor at Brown Financial Advisory, based in Fairhope, AL, with 7 years of industry experience. Harvey 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 241 clients with $340M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$344.0M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Harvey Atwood Hutchinson
HH
Harvey Hutchinson

Location

54 S. Greeno Road, Fairhope, AL, 36532

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Harvey volunteers as a director for the National Association of Estate Planners & Councils and is a part-time instructor/lecturer at Emory University, the University of Virginia, and Regent University School of Law. These activities involve minimal time commitment and are not investment-related.

Employment History
Current Registrations
Brown Financial Advisory
October 2022 - Present · 3 yrs 6 mos
Previous Registrations
Arvest Wealth Management
November 2021 - March 2022 · 4 mos
Arvest Wealth ManagementBroker
November 2021 - March 2022 · 4 mos
Jackson National Life Distributors LLCBroker
September 2020 - June 2021 · 9 mos
Welch Hornsby, INC.
August 2018 - February 2020 · 1 yr 6 mos
Kinsight, LLC
January 2011 - August 2012 · 1 yr 7 mos
State Registrations2 states
ALTX
Advisor

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.

Exams
No exam information available for this advisor.
Harvey Atwood Hutchinson
HH
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Harvey Hutchinson
Harvey Hutchinson - Financial Advisor | TrueAdvisor