Heather Hutchinson
Hutchinson & Ziegler Financial Advisors · Novato, California
Heather Hutchinson 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 2695325 |
| Exams passed | Series 63 (1996) · Series 66 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.hzadvisors.com |
| Profile |
How Heather'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 Heather
Is Heather Hutchinson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Heather 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 Heather charge for financial advice?
Heather's firm, Hutchinson & Ziegler Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Heather Hutchinson based?
Heather Hutchinson is based in Novato, California.
What credentials does Heather Hutchinson hold?
Heather Hutchinson holds the CFP credential.
Is Heather Hutchinson registered with the SEC?
Yes. Heather Hutchinson is registered as an investment adviser representative in CA (CRD 2695325), 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 Heather Hutchinson?
Through Heather'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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