Burwell Hutchinson
Burwell Hutchinson is a CFP-designated registered investment advisor at Foundation Wealth Management, LLC, based in Rehoboth Beach, DE, with 22 years of industry experience. Burwell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 167 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Foundation Wealth Management primarily charges a flat annual fee of $12,000 for wealth management services, which includes both investment management and financial planning. This fee is billed quarterly in advance. In limited circumstances, the firm may charge a percentage of your portfolio, and some existing legacy clients remain on lower fixed fees or older asset-based schedules capped at $12,000 per year.
Contact
Burwell Hutchinson
Location
20245 Bay Vista Road, Unit 202, Rehoboth Beach, DE, 19971
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Regulatory History
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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Burwell is a CPA at Integrated Tax and Business Services, LLC, providing tax preparation and accounting services, dedicating about 10-20% of his time. He also manages real estate rental property as a landlord for LTM Properties, LLC / 5511 Kirkwood HWY, LLC, spending a few hours per week.
Employment History
Current Registrations
Foundation Wealth Management, LLC
Previous Registrations
Integrated Wealth Advisors, LLC
Blh Financial Services
State Registrations3 states
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
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