Hutchinson & Ziegler Financial Advisors, Inc.

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Client assets under management

$214,877,353

Clients

88% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$3,769,778

About

Hutchinson & Ziegler Financial Advisors is a small, independent advisory firm that provides discretionary investment management and financial planning to individuals, high-net-worth clients, families, trusts, retirement plans and charitable institutions. The firm manages approximately $235 million in client assets for a relatively limited client roster and offers ongoing supervision, periodic rebalancing and consolidated reporting.

The firm constructs broadly diversified, asset-allocation portfolios tailored to each client’s goals, time horizon and tax situation, with an emphasis on low-cost, no-load mutual funds and exchange-traded funds and on tax-efficient asset location. All accounts are managed on a discretionary basis under a documented Investment Policy Statement, with regular semi-annual and annual reviews and periodic rebalancing.

Distinctive features include a two-advisor ownership and advisory team composed of the firm’s principals, both CFP certificants, managing a comparatively large asset base per client; firm policy generally limits implementation to mutual funds and ETFs unless otherwise agreed. The firm operates without commission-based compensation, does not vote proxies on clients’ behalf, and uses an institutional custodian platform to access institutional trading, research and back-office services.

Client services

Financial planning Portfolio management

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.75% annually $3,000,000 - $5,000,000: 0.50% annually $5,000,000 - $10,000,000: 0.35% annually $10,000,000+: 0.25% annually

Project-based

$500 per hour for stand-alone financial planning services

Other

Minimum fee: $35,000 per year minimum annual fee, negotiable

Main office location

Hutchinson & Ziegler Financial Advisors, Inc.

100 Professional Center Drive, Suite 114

Novato CA 94947, United States

Number of offices

Most active in

California

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

LinkedIn Website 415-259-3933

Advisors at this firm

Eric Z

CFP®, Series 63, Series 65

Novato, CA

Hutchinson & Ziegler Financial Advisors, Inc.

Eric Ziegler is a CFP® professional with 17 years of experience in financial advisory services. He has been with Hutchinson & Ziegler Financial Advisors, Inc. since 2007, where he is one of two advisors at the firm. Hutchinson & Ziegler Financial Advisors serves individuals, high-net-worth clients, families, trusts, corporate pension and profit-sharing plans, and charitable institutions with discretionary investment management and financial planning. The firm focuses on asset allocation using primarily no-load, low-cost mutual funds and ETFs, tailoring portfolios to clients’ risk tolerance, time horizon, liquidity needs, and tax situations.

Heather H

CFP®, Series 63, Series 66

Novato, CA

Hutchinson & Ziegler Financial Advisors, Inc.

Heather Hutchinson is a CFP® certificant with 21 years of industry experience. She has been a principal at Hutchinson & Ziegler Financial Advisors, Inc. since 2007. Outside of her advisory role, she leads a weekly dance fitness class as an instructor for Marin SHiNE. Hutchinson & Ziegler Financial Advisors, Inc. serves individuals, families, trusts, corporate pension and profit-sharing plans, and charitable institutions by providing discretionary investment management and financial planning. The firm focuses on asset-allocation-driven, long-term portfolios using primarily no-load, low-cost mutual funds and ETFs, with an emphasis on tax efficiency and customized client solutions.

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