Gregory Hutto
Advisor at Heritage Retirement Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Heritage Retirement Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Heritage Retirement Advisors, LLC
Location
Colleyville, TX 76034
Credentials
CFP®, CFA®, Series 63, Series 65
Industry experience
22 years
Gregory Hutto is a CFP® and CFA® with 22 years of industry experience. He has been with Heritage Retirement Advisors, LLC since 2012 and is also the owner of Heritage Tax Advisors LLC. Hutto holds insurance agent licensure in the state of Texas. Heritage Retirement Advisors serves individual and high-net-worth clients as well as retirement-plan sponsors and participants, providing portfolio management, written financial planning, and fiduciary services. The firm employs a seven-facet Total Client Profile to tailor investment strategies and offers discretionary asset management using model-based allocations.
Based on Heritage Retirement Advisors, LLC
Based on Heritage Retirement Advisors, LLC
Based on Heritage Retirement Advisors, LLC
Based on Heritage Retirement Advisors, LLC
$0 - $250,000: 1.920% $250,001 - $500,000: 1.500% $500,001 - $1,000,000: 1.250% $1,000,001 - $1,500,000: 1.000% $1,500,001 - $2,000,000: 0.800% $2,000,001 - $4,000,000: 0.650% $4,000,001+: 0.600%
$350 per hour for financial planning and consulting services
20% of outperformance relative to an agreed-upon benchmark for qualified clients with at least $1 million under management or $2 million net worth; qualified clients pay approximately half the standard tiered AUM fee rates
Fee-only: Hourly fee of $350 per hour for financial planning and consulting services
607 Cheek Sparger Road, Suite 150
Colleyville, TX 76034
Texas
Heritage Retirement Advisors
2012 - Present (14 years)
Heritage Tax Advisors
2012 - Present (14 years)
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Is active or affiliated with:
Insurance agent
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Bank
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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