# Jake Butcher

> Jake Butcher is a fee-only financial advisor at HCM Wealth Advisors in Cincinnati, Ohio, who holds the CFP credential. Jake focuses on retirement planning, tax planning and estate & legacy planning. HCM Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jake-butcher/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** HCM Wealth Advisors
- **Based in:** Cincinnati, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.23B across 2,964 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Physicians
- **CRD:** 5058104 (https://adviserinfo.sec.gov/individual/summary/5058104)
- **SEC registration:** Investment adviser representative in OH
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://hcmwealthadvisors.com/

## Frequently asked questions

### Is Jake Butcher a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jake holds no broker registration, and HCM Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jake charge for financial advice?

Jake's firm, HCM Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Does Jake work with clients virtually?

Yes. HCM Wealth Advisors says on its website that it works with clients remotely.

### Where is Jake Butcher based?

Jake Butcher is based in Cincinnati, Ohio.

### What does Jake specialize in?

Jake's specialties include retirement planning, tax planning and estate & legacy planning. Jake works with physicians.

### What credentials does Jake Butcher hold?

Jake Butcher holds the CFP credential.

### Is Jake Butcher registered with the SEC?

Yes. Jake Butcher is registered as an investment adviser representative in OH (CRD 5058104), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does HCM Wealth Advisors manage?

HCM Wealth Advisors reports $1.23B across 2,964 accounts in assets under management.

### How do I contact Jake Butcher?

Through Jake's website, hcmwealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5058104): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://hcmwealthadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.