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CFP
EH
CFP

Eric Hutchinson

Commonwealth Financial Network
41 Years of Experience
Avon, CT
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Eric Hutchinson is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Avon, CT, with 41 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

195 West Main Street, Suite 25, Avon, CT, 06001

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2005
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Eric sells fixed insurance at a branch location and is the sole member of Hutchinson Financial Services, LLC, an entity created for securities and insurance business. Both activities are investment-related.

Employment History
Current Registrations
Commonwealth Financial Network
October 2003 - Present · 23 yrs
Commonwealth Financial NetworkBroker
May 1987 - Present · 39 yrs 5 mos
Previous Registrations
The Lincoln National Life Insurance CompanyBroker
January 1989 - December 1990 · 1 yr 11 mos
Lincoln National Pension Insurance CompanyBroker
May 1988 - January 1989 · 8 mos
International Financial Services Capital CorporationBroker
September 1985 - May 1987 · 1 yr 8 mos
State Registrations24 states
CACOCTDEFLGAHIMAMDMEMONCNHNJNYOHORPARISCTXVAVTWI
AdvisorBrokerBoth

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.
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