Jake Popoff
Hutchinson Capital Management · San Rafael, California
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.
Request an introduction to Jake →
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 |
| SEC registration | Investment adviser representative in CA · CRD 7092533 |
| Exams passed | Series 63 (2020) · Series 65 (2023) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.hcm-wealth.com |
Request an introduction to Jake
Tell Jake a little about what you're looking for. Jake isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jake
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.
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.
See something wrong? Request a correction. Read our methodology.