Gage Houser
Hutchinson Capital Management · San Rafael, California
Gage Houser is a fee-only financial advisor at Hutchinson Capital Management in San Rafael, California, who holds the CFA credential. Gage focuses on retirement planning. Hutchinson Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Divorced individuals
Facts
| Firm | Hutchinson Capital Management |
|---|---|
| Based in | San Rafael, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Assets under management | $941.7M across 779 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 2908419 |
| Exams passed | Series 66 (1997) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.hcm-wealth.com |
| Profile |
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Questions about Gage
Is Gage Houser a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gage holds no broker registration, and Hutchinson Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gage charge for financial advice?
Gage's firm, Hutchinson Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Gage charge?
According to Hutchinson Capital Management's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Gage Houser based?
Gage Houser is based in San Rafael, California.
What does Gage specialize in?
Gage's specialties include retirement planning. Gage works with pre-retirees and divorced individuals.
What credentials does Gage Houser hold?
Gage Houser holds the CFA credential.
Is Gage Houser registered with the SEC?
Yes. Gage Houser is registered as an investment adviser representative in CA (CRD 2908419), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Hutchinson Capital Management manage?
Hutchinson Capital Management reports $941.7M across 779 accounts in assets under management.
How do I contact Gage Houser?
Through Gage's website, www.hcm-wealth.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 Capital 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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