EH
CFP
EH
CFP

Eric Hutchinson

40 Years of Experience
Avon, CT
1 DisclosureBrokerSells Insurance

Eric Hutchinson is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Avon, CT, with 40 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

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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
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 · 22 yrs 9 mos
Commonwealth Financial NetworkBroker
May 1987 - Present · 39 yrs 2 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 Registrations23 states
CACOCTDEFLGAHIMAMDMENCNHNJNYOHORPARISCTXVAVTWI
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.