Eric Ziegler
Hutchinson & Ziegler Financial Advisors · Novato, California
Eric Ziegler is a fee-only financial advisor at Hutchinson & Ziegler Financial Advisors in Novato, California, who holds the CFP credential. Hutchinson & Ziegler Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Hutchinson & Ziegler Financial Advisors |
|---|---|
| Based in | Novato, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $235.4M across 215 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2080367 |
| Exams passed | Series 63 (1991) · Series 65 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.hzadvisors.com |
How Eric's firm compares
- Hutchinson & Ziegler Financial Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 215 accounts).
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Questions about Eric
Is Eric Ziegler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Hutchinson & Ziegler Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Hutchinson & Ziegler Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Ziegler based?
Eric Ziegler is based in Novato, California.
What credentials does Eric Ziegler hold?
Eric Ziegler holds the CFP credential.
Is Eric Ziegler registered with the SEC?
Yes. Eric Ziegler is registered as an investment adviser representative in CA (CRD 2080367), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hutchinson & Ziegler Financial Advisors manage?
Hutchinson & Ziegler Financial Advisors reports $235.4M across 215 accounts in assets under management.
How do I contact Eric Ziegler?
Through Eric's website, www.hzadvisors.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
- Hutchinson & Ziegler Financial Advisors 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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