Jake Butcher
HCM Wealth Advisors · Cincinnati, Ohio
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.
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Specialties
Who they serve
- Physicians
Facts
| Firm | HCM Wealth Advisors |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.23B across 2,964 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 5058104 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | hcmwealthadvisors.com |
| Profile |
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Questions about Jake
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.
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
- HCM Wealth 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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