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, individually owned registered investment adviser that began SEC registration in 2017. The firm provides financial planning and portfolio management services primarily for individual and family clients as well as small-business and institutional relationships. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor, does not serve as a capital allocator, and is not registered as a multi-state adviser.