Isaac Hutchison
Isaac Hutchison is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Winchester, VA, with 9 years of industry experience. Isaac is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.25% |
| $500K - $1.0M | 0.20% |
| $1M+ | 0.10% |
Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.
Fee Estimator
Location
420 W. Jubal Early Drive, Suite #202, Winchester, VA, 22601
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 ActivitiesSells Insurance
Isaac works as a representative for Old Dominion Insurance & Investment Inc., focusing on financial, securities, and insurance sales and services, dedicating full-time hours to this role. He also works as an insurance agent, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations4 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.
Exams
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