MH
CFP
MH
CFP

Matthew Hutcheson

28 Years of Experience
Brentwood, TN
BrokerSells Insurance

Matthew Hutcheson is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Brentwood, TN, with 28 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.

For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.

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Location

10 Cadillac Dr, Suite 300, Brentwood, TN, 37027

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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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Other Business ActivitiesSells Insurance

Matthew is an insurance agent selling life, health, group life, group health, and fixed annuities insurance products, dedicating minimal time to this activity. He also has ownership in Gallatin Warehousing real estate and is a managing member of Wellness Financial Advisors LLC, both requiring minimal time commitment.

Employment History
Current Registrations
MML Investors Services, LLC
January 2004 - Present · 22 yrs 4 mos
MML Investors Services, LLC
April 1999 - Present · 27 yrs 1 mo
MML Investors Services, LLCBroker
April 1999 - Present · 27 yrs 1 mo
Previous Registrations
American United Life Insurance CompanyBroker
December 1997 - April 1999 · 1 yr 4 mos
Aul Equity Sales CORP.Broker
December 1997 - April 1999 · 1 yr 4 mos
State Registrations26 states
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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.
Matthew Hutcheson - Financial Advisor | TrueAdvisor