Eubank, Hutson & Associates

Eubank, Hutson & Associates at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 2 employees and 241 individual clients, 49 of them high net worth.
• Its average account is about $246,000 (assets it manages divided by its 560 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Eubank, Hutson & Associates fees

Eubank, Hutson & Associates doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (2)

• Jerod Brockelman

  CFP

• Keith Hutson

Other fee-only firms in Plano

• Financial Excavation
• Freshfield Capital
• Freshfield Investments
• Fulcrum Wealth Management
• Garner Asset Management
• Gordon Oak Financial
• Inclinevest®
• Insight Wealth Partners

Fee-only advisors in Texas