David Hutchison
Triad Investment Management · Newport Beach, California
David Hutchison is a fee-only financial advisor at Triad Investment Management in Newport Beach, California, who holds the CFA credential. David charges a percentage of assets (1.5% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Founders
- Mid-life transitions
- Multi-generational families
- Divorced individuals
Facts
| Firm | Triad Investment Management |
|---|---|
| Based in | Newport Beach, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $119.5M across 98 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 2602539 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.triadim.com |
| Profile |
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Questions about David
Is David Hutchison a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Triad Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David charges a percentage of assets.
How much does David charge?
According to Triad Investment Management's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.
Where is David Hutchison based?
David Hutchison is based in Newport Beach, California.
What does David specialize in?
David's specialties include retirement planning, tax planning, estate & legacy planning, family wealth transfer and founders (pre-exit). David works with pre-retirees, retirees, founders, mid-life transitions and multi-generational families.
What credentials does David Hutchison hold?
David Hutchison holds the CFA credential.
Is David Hutchison registered with the SEC?
Yes. David Hutchison is registered as an investment adviser representative in CA and TX (CRD 2602539), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Triad Investment Management manage?
Triad Investment Management reports $119.5M across 98 accounts in assets under management.
How do I contact David Hutchison?
Through David's website, www.triadim.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Triad Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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