HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.

RIASEC RegisteredEst. 2017

Total AUM

$235M

Discretionary

$235M

100% of AUM

Avg account

$1.1M

Accounts

215

Employees

Advisory reps

Firm details

Headquarters: SAN RAFAEL, California
CRD number: 145096
Registered since: April 24, 2017
Website: www.hzadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI89.7%
Pension & Profit Sharing Plans5.1%
Charitable Organizations3.61%
Individuals1.59%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Hutchinson & Ziegler Financial Advisors, Inc. is an independent, SEC‑registered advisory firm (registered in 2017) organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management services—explicitly noting portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The firm is not a multi-state adviser, is not designated as a capital allocator, and does not identify as an active ESG investor.