Dick Hutchinson Registered Investment Advisor
Firm details
- Headquarters
- ,
- CRD number
- 111618
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI95.61%
- Individuals4.39%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Dick Hutchinson Registered Investment Advisor is an independent, sole-proprietor RIA run by Dick Hutchinson that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm operates on a non-discretionary basis for its reported assets, providing advice and implementation guidance rather than widespread discretionary trading authority. Service offerings extend beyond portfolio construction to selection of outside advisers, insurance brokerage, and educational seminars and workshops. Fee arrangements are flexible and include percentage-of-assets, hourly, and fixed-fee engagements. Investment approach is equity‑centric, with a noticeable tilt toward non‑exchange‑traded equity positions. The firm acts as a capital allocator when appropriate, using third‑party managers for certain alternative allocations and coordinating outside managers where specialist expertise is required. The firm does not position itself as an ESG investor and is structured as a single-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities44%
- Exchange Traded Equities40%
- Cash & Cash Equivalents10%
- US Government Bonds4%
- State & Local Bonds1%
Contacts
2 of 2
Alex Madlener
Managing PrincipalCRD 730694
Richard Hutchinson
PrincipalCRD 1102708
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Net Worth Solutions LLC
RIASurprise, AZ
Southern Incomes, LLC
RIABondwire
RIAWeston, FL
MJM Financial Advisors, LLC
RIAGillette, NJ
Eagle Rock Financial Advisers, Ltd.
RIALancaster, PA
Kessler Planning Group
RIABolivar, TN