AH
AH

Adam Hutsell

16 Years of Experience
Overland Park, KS
BrokerSells Insurance

Adam Hutsell is a registered investment advisor at Commonwealth Financial Network, based in Overland Park, KS, with 16 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2913 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

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

10801 Mastin Street, Suite 370, 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 ActivitiesSells Insurance

Adam sells fixed insurance products since 2022, dedicating about 10-20% of his time to this activity. This is conducted at a branch location and is investment-related.

Employment History
Current Registrations
Commonwealth Financial Network
September 2022 - Present · 4 yrs 1 mo
Commonwealth Financial NetworkBroker
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Country Capital Management CompanyBroker
December 2009 - March 2022 · 12 yrs 3 mos
State Registrations13 states
FLINKSLAMIMONEORPASCTXVAWA
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.
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