Jerod Brockelman
Eubank, Hutson & Associates · Plano, Texas
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.
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Specialties
Facts
| Firm | Eubank, Hutson & Associates |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $137.7M across 560 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6550328 |
| Exams passed | Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.eubankhutson.com |
| Profile |
How Jerod's firm compares
- Eubank, Hutson & Associates's average account is about $246,000, from its Form ADV (assets managed divided by 560 accounts).
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Questions about Jerod
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Other advisors in Texas who focus on retirement planning
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
- Eubank, Hutson & Associates 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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