Hutchison Whitehead Wealth Management, LLC
Cannonsburg, Pennsylvania
Hutchison Whitehead Wealth Management, LLC at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 5 advisors are listed here; 2 of 5 hold the CFP.
- Its Form ADV reports 4 employees and 112 individual clients, 35 of them high net worth.
- Its average account is about $218,000 (assets it manages divided by its 414 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Cannonsburg, Pennsylvania |
|---|---|
| Website | hwwealth.com |
Questions about Hutchison Whitehead Wealth Management, LLC
How is Hutchison Whitehead Wealth Management, LLC paid?
Hutchison Whitehead Wealth Management, LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Hutchison Whitehead Wealth Management, LLC have in the Wellspent public graph?
The Wellspent public graph lists 5 advisors at Hutchison Whitehead Wealth Management, LLC, and 2 hold the CFP.
What is the average account at Hutchison Whitehead Wealth Management, LLC?
Hutchison Whitehead Wealth Management, LLC's average account is about $218,000. That's the assets on its Form ADV divided by its 414 accounts.
Hutchison Whitehead Wealth Management, LLC fees
Hutchison Whitehead Wealth Management, LLC 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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $90 million |
| Individual clients | 77 |
| High-net-worth clients | 35 |
| Accounts managed | 414 |
| Employees | 4 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 129716 |
Advisors at this firm (5)
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