JH
JH

John Hutchings

21 Years of Experience
Overland Park, KS
Broker

John Hutchings is a registered investment advisor at Osaic Wealth, INC., based in Overland Park, KS, with 21 years of industry experience. John 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, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.

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Location

11101 Switzer Road, Suite 200, Overland Park, KS, 66210

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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

John works for OneDigital, providing financial, retirement, and investment advice to clients. This role as Director of Personal Retirement Planning takes nearly full-time hours.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 9 mos
Onedigital
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Triad Advisors LLCBroker
August 2020 - August 2024 · 4 yrs
Gwn Securities INC.
September 2013 - July 2020 · 6 yrs 10 mos
Gwn Securities INC.Broker
September 2013 - July 2020 · 6 yrs 10 mos
AXA Advisors, LLC
February 2005 - September 2013 · 8 yrs 7 mos
AXA Advisors, LLCBroker
January 2005 - September 2013 · 8 yrs 8 mos
State Registrations2 states
SCUT
AdvisorBrokerBoth

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.