John Hutchins is a registered investment advisor at Silver Oak Securities, INC., based in Louisville, KY, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
7508 New La Grange Road, #2, Louisville, KY, 40222
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
John is an Investment Adviser Representative for Retirement Planning Solutions and Silver Oak Securities, Inc., and the owner of Clover Wealth Partners, LLC, dedicating full-time hours to these endeavors. He also coaches lacrosse for Louisville Kings Lacrosse and Assumption High School, spending a few hours per week on these activities.
Employment History
Current Registrations
Silver Oak Securities, INC.
Retirement Planning Solutions, LLC
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Magnate Advisory Services, LLC
First Allied Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations7 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.