Steven Wilkes
Hutchinson Capital Management · San Rafael, California
Steven Wilkes is a fee-only financial advisor at Hutchinson Capital Management in San Rafael, California, who holds the CFA credential. Steven focuses on retirement planning. Hutchinson Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 2700539 |
| Exams passed | Series 66 (2002) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.hcm-wealth.com |
| Profile |
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Questions about Steven
Is Steven Wilkes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven 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 Steven charge for financial advice?
Steven's firm, Hutchinson Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Steven charge?
According to Hutchinson Capital Management's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Steven Wilkes based?
Steven Wilkes is based in San Rafael, California.
What does Steven specialize in?
Steven's specialties include retirement planning. Steven works with pre-retirees and divorced individuals.
What credentials does Steven Wilkes hold?
Steven Wilkes holds the CFA credential.
Is Steven Wilkes registered with the SEC?
Yes. Steven Wilkes is registered as an investment adviser representative in CA and TX (CRD 2700539), 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 Steven Wilkes?
Through Steven'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.
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