# Jake Popoff

> Jake Popoff is a fee-only financial advisor at Hutchinson Capital Management in San Rafael, California. Jake focuses on retirement planning. Hutchinson Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## 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 (firm):** $941.7M across 779 accounts
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees, Divorced individuals
- **CRD:** 7092533 (https://adviserinfo.sec.gov/individual/summary/7092533)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2020), Series 65 (2023)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.hcm-wealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jake 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 Jake charge for financial advice?

Jake's firm, Hutchinson Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Jake charge?

According to Hutchinson Capital Management's website, checked October 30, 2026: a $1,000,000 asset minimum.

### Where is Jake Popoff based?

Jake Popoff is based in San Rafael, California.

### What does Jake specialize in?

Jake's specialties include retirement planning. Jake works with pre-retirees and divorced individuals.

### Is Jake Popoff registered with the SEC?

Yes. Jake Popoff is registered as an investment adviser representative in CA (CRD 7092533), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Hutchinson Capital Management manage?

Hutchinson Capital Management reports $941.7M across 779 accounts in assets under management.

### How do I contact Jake Popoff?

Through Jake's website, www.hcm-wealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7092533): 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://hcm-wealth.com/): specialties, clients served, and fees, checked October 30, 2026

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