DH
CFP
DH
CFP

Dustin Hyche

9 Years of Experience
Northport, AL
Sells Insurance

Dustin Hyche is a CFP-designated registered investment advisor at Ip Financial Advisory Services LLC, based in Northport, AL, with 9 years of industry experience. Dustin 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, High Net Worth, and 4 more. Their firm serves 2,001 clients with $480M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
133 advisors
Number of Clients
2,001 clients
Average Client Portfolio
$241K average
Assets Under Management
$481.4M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K3.00%
$250K+2.00%

Maximum annual fee is up to 3% and is negotiable. Alternatively, third-party investment programs range from 2.20% down to 1.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

2804 Lurleen Wallace Blvd, Suite 2, Northport, AL, 35476

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Dustin is the President/CEO of Hyche Financial since 2019, focusing on non-variable insurance, financial planning, and commercial real estate, dedicating nearly full-time hours. Since 2023, Dustin is also President/CEO of Hyche Holdings DBA: Hyche Financial, dealing with fixed life and Medicare insurance, commercial real estate, and ticket event brokerage, spending a few hours per week.

Employment History
Current Registrations
Ip Financial Advisory Services LLC
December 2021 - Present · 4 yrs 10 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
August 2018 - June 2019 · 10 mos
Raymond James Financial Services, INC.Broker
August 2018 - June 2019 · 10 mos
Tlg Advisors, INC.
June 2017 - September 2018 · 1 yr 3 mos
The Leaders Group, INC.Broker
June 2017 - August 2018 · 1 yr 2 mos
TD Ameritrade Investment Management, LLC
June 2016 - May 2017 · 11 mos
TD Ameritrade, INC.
June 2016 - May 2017 · 11 mos
TD Ameritrade, INC.Broker
June 2016 - May 2017 · 11 mos
Larson Financial Securities, LLCBroker
November 2015 - May 2016 · 6 mos
Larson Financial Group, LLC
November 2015 - May 2016 · 6 mos
Fidelity Brokerage Services LLCBroker
February 2015 - October 2015 · 8 mos
The Leaders Group, INC.Broker
May 2014 - January 2015 · 8 mos
State Registrations3 states
ALINTX
Advisor

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.