# Jerod Brockelman

> Jerod Brockelman is a fee-only financial advisor at Eubank, Hutson & Associates in Plano, Texas, who holds the CFP credential. Jerod focuses on retirement planning, tax planning and estate & legacy planning. Eubank, Hutson & Associates reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Eubank, Hutson & Associates
- **Based in:** Plano, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $137.7M across 560 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 6550328 (https://adviserinfo.sec.gov/individual/summary/6550328)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2015)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.eubankhutson.com

## Frequently asked questions

### Is Jerod Brockelman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jerod holds no broker registration, and Eubank, Hutson & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jerod charge for financial advice?

Jerod's firm, Eubank, Hutson & Associates, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jerod Brockelman based?

Jerod Brockelman is based in Plano, Texas.

### What does Jerod specialize in?

Jerod's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does Jerod Brockelman hold?

Jerod Brockelman holds the CFP credential.

### Is Jerod Brockelman registered with the SEC?

Yes. Jerod Brockelman is registered as an investment adviser representative in TX (CRD 6550328), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Eubank, Hutson & Associates manage?

Eubank, Hutson & Associates reports $137.7M across 560 accounts in assets under management.

### How do I contact Jerod Brockelman?

Through Jerod's website, www.eubankhutson.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6550328): 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 (http://www.eubankhutson.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.