JH
CFP
JH
CFP

John Hutchens

24 Years of Experience
Carmel, IN
1 Disclosure

John Hutchens is a CFP-designated registered investment advisor at Monon Wealth Management, based in Carmel, IN, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 700 clients with $450M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
700 clients
Average Client Portfolio
$646K average
Assets Under Management
$452.2M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10.0M - $25.0M0.60%
$25M+0.50%

Fees may vary or be negotiable. Clients may be subject to a legacy fee schedule.

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

99 E Carmel Dr., Suite 160, Carmel, IN, 46032

Get directions

History

Regulatory History (1)
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Customer Dispute
August 2008
Denied
Other Business Activities

John is the person in charge of Monon Wealth Management, a registered investment advisor, since 2017. He spends full-time hours meeting with clients, selecting investments, and helping with financial planning.

Employment History
Current Registrations
Monon Wealth Management
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2017 - July 2018 · 9 mos
Wells Fargo Advisors Financial Network, LLC
October 2014 - October 2017 · 3 yrs
Wells Fargo Advisors Financial Network, LLCBroker
October 2014 - October 2017 · 3 yrs
Fifth Third Securities, INC.
June 2010 - October 2014 · 4 yrs 4 mos
Fifth Third Securities, INC.Broker
July 2009 - October 2014 · 5 yrs 3 mos
Chase Investment Services CORP.
January 2006 - July 2009 · 3 yrs 6 mos
Chase Investment Services CORP.Broker
January 2006 - July 2009 · 3 yrs 6 mos
Prudential Financial Planning Services
April 2004 - January 2006 · 1 yr 9 mos
Pruco Securities, LLC.Broker
February 2002 - January 2006 · 3 yrs 11 mos
State Registrations1 state
IN
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.