Burwell Hutchinson
Burwell Hutchinson is a CFP-designated registered investment advisor at Foundation Wealth Management, LLC, based in Wilmington, DE, with 21 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 154 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Foundation Wealth Management typically charges a flat fee for wealth management services, ranging from $12,000 to $25,000 per year, billed quarterly in advance. However, accounts opened before January 1, 2015, or transferred from Integrated Wealth Advisors before July 1, 2024, may be subject to an asset-based fee schedule that was in place when the accounts were opened. There is typically a $12,000 minimum annual fee.
Contact
Burwell Hutchinson
Location
5511 Kirkwood Highway, Wilmington, DE, 19808
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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 Registrations2 states
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