KH
KH

Keith Hutson

23 Years of Experience
Plano, TX

Keith Hutson is a registered investment advisor at Eubank, Hutson & Associates, LLC, based in Plano, TX, with 23 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 241 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
241 clients
Average Client Portfolio
$571K average
Assets Under Management
$137.7M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $250K1.25%
$250K - $500K1.15%
$500K - $1.0M1.00%
$1M+0.85%

Advisory fee is negotiable depending on individual client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5928 W. Parker Rd., Suite 1100, Plano, TX, 75093

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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 Activities

Keith is an Investment Adviser Representative at Addington Financial Group since 2018, focusing on financial planning and investment management. He currently dedicates no time to this activity.

Employment History
Current Registrations
Eubank, Hutson & Associates, LLC
May 2015 - Present · 11 yrs
Previous Registrations
Addington Financial Group LLC
January 2018 - May 2024 · 6 yrs 4 mos
Eubank, Hutson & Associates
January 2003 - August 2015 · 12 yrs 7 mos
State Registrations1 state
TX
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.