Jay Hutchins
The Wealth Conservatory · Plymouth, California
Jay Hutchins is a fee-only financial advisor at The Wealth Conservatory in Plymouth, California, who holds the AEP, AIFA and CDFA credentials. Jay charges a one-time planning fee and an ongoing planning fee and focuses on retirement planning.
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Specialties
Facts
| Firm | The Wealth Conservatory |
|---|---|
| Based in | Plymouth, California |
| Fee model | One-time planning fee · Ongoing planning fee |
| Assets under management | $138.4M across 359 accounts |
| Credentials | AEP · AIFA · CDFA · CFP · MS · MBA |
| Firm size | 4 employees |
| Website | wealthconservatory.com |
| Profile |
How Jay's firm compares
- The Wealth Conservatory's average account is about $386,000, from its Form ADV (assets managed divided by 359 accounts).
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Questions about Jay
Is Jay Hutchins a fee-only financial advisor?
Yes. Jay Hutchins is listed in the NAPFA directory (NAPFA admits only fee-only advisors).
How does Jay charge for financial advice?
Jay charges a one-time planning fee and an ongoing planning fee.
Where is Jay Hutchins based?
Jay Hutchins is based in Plymouth, California.
What does Jay specialize in?
Jay's specialties include retirement planning.
What credentials does Jay Hutchins hold?
Jay Hutchins holds the AEP, AIFA, CDFA, CFP, MS and MBA credentials.
How much does The Wealth Conservatory manage?
The Wealth Conservatory reports $138.4M across 359 accounts in assets under management.
How do I contact Jay Hutchins?
Through Jay's website, wealthconservatory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- The Wealth Conservatory website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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