TH
CFP
TH
CFP

Travis Hutchinson

21 Years of Experience
Chattanooga, TN
Sells Insurance

Travis Hutchinson is a CFP-designated registered investment advisor at Hhm Wealth Advisors, LLC, based in Chattanooga, TN, with 21 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,238 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,238 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $1.5M0.90%
$1.5M - $2.0M0.80%
$2.0M - $3.0M0.60%
$3M+0.50%

Subject to a $3,000 annual minimum fee. An account fee of $12.50 per quarter per account applies. Fees are negotiable based on the nature and complexity of client circumstances.

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

1181 King Street, Chattanooga, TN, 37403

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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

Travis is an independent insurance agent for various companies and a 50% owner of DBNB, LLC, a real estate rental property. He spends time on the real estate business as needed, outside of trading hours.

Employment History
Current Registrations
Hhm Wealth Advisors, LLC
September 2009 - Present · 17 yrs 1 mo
Previous Registrations
Hhm Wealth Advisors, LLC
July 2006 - December 2009 · 3 yrs 5 mos
Raymond James & Associates, INC.
November 2004 - September 2005 · 10 mos
State Registrations2 states
TNTX
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.
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