RS
CFP
RS
CFP

Robert Silvernail

16 Years of Experience
Newport Coast, CA

Robert Silvernail is a CFP-designated registered investment advisor at Hutchison Road Partners, LLC, based in Newport Coast, CA, with 16 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Minimum Investment:None

Hutchison Road Partners charges a one-time fee between $1,000 and $10,000 for creating a financial plan. The exact fee is negotiated with the client.

One-Time Plan:$1,000 - $10,000
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Location

Newport Coast, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Hutchison Road Partners, LLC
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Innovatum Capital Partners, LLC
December 2012 - December 2014 · 2 yrs
Hutchison Road Partners, LLC
August 2009 - December 2024 · 15 yrs 4 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.