Eubank, Hutson & Associates, LLC

Updated today

Find your advisor

Client assets under management

$137,678,709

Clients

241

20% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

121

Very High

Average account size

$571,281

About

Eubank, Hutson & Associates serves individual clients, including high-net-worth households, by offering discretionary portfolio management alongside financial planning and single-subject consulting. The firm typically advises on mutual funds, publicly traded stocks, and exchange-traded funds and provides written financial plans and hourly consulting when requested.

Its investment process combines technical and fundamental analysis with modern portfolio theory and a mix of long- and short-term purchase strategies, with portfolios tailored to each client's objectives, risk tolerance, and liquidity needs under discretionary authority. The brochure highlights attention to tax and retirement-rollover considerations and notes the firm acts as a fiduciary when providing retirement account advice.

A noteworthy distinction is the explicit use of options and other derivative strategies (including option writing) within its managed accounts, a capability the firm discloses along with related risks and that is uncommon among similar supported firms. The firm also relies on an institutional custodial platform that supplies execution, research, and operational support—benefits the brochure says can aid client service but also create potential conflicts of interest the adviser discloses.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management

Fee options

Percentage

Accounts less than $100,000+: 1.5% $0 - $100,000: 1.5% $100,000 - $250,000: 1.25% $250,000 - $500,000: 1.15% $500,000 - $1,000,000: 1.00% $1,000,000+: 0.85%

Project-based

$250 per hour for financial planning and consulting services, negotiable

Other

Account minimum: $250,000 Minimum fee: $1,000 minimum fee to open and maintain an advisory account (may be waived at discretion)

Main office location

Eubank, Hutson & Associates, LLC

5928 W. Parker Rd., Suite 1100

Plano TX 75093, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 972-473-2244

Advisors at this firm

Keith H

Series 65

Plano, TX

Eubank, Hutson & Associates, LLC

Keith Hutson is a Series 65-licensed financial advisor with 23 years of industry experience. He is a principal at Eubank, Hutson & Associates, LLC, where he has worked since 2015, and is also affiliated with Addington Financial Group. Eubank, Hutson & Associates serves individual clients, including high-net-worth households, by providing discretionary portfolio management, financial planning, and consulting services. The firm uses a combination of technical and fundamental analysis along with modern portfolio theory, incorporating options and other derivative strategies to tailor portfolios to clients’ objectives, risk tolerance, and liquidity needs.

Active portfolio management

Jerod B

CFP®, Series 65

Plano, TX

Eubank, Hutson & Associates, LLC

Jerod Brockelman is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Eubank, Hutson & Associates, LLC since 2015 and is also associated with Addington Financial Group. Eubank, Hutson & Associates serves individual clients, including high-net-worth households, offering discretionary portfolio management, financial planning, and consulting. The firm employs a combination of technical and fundamental analysis alongside modern portfolio theory and utilizes options and derivative strategies within managed accounts.

Active portfolio management

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support