Hutto Retirement Advisors, LLC (Colleyville)

Name: Hutto Retirement Advisors, LLC
Address: 607 Cheek Sparger Road, Colleyville, TX, 76034
Telephone: 817-503-0100

Hutto Retirement Advisors, LLC is a large advisory firm based in Colleyville. It manages $121.86 million of regulatory assets for 1,031 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Texas.

Hutto Retirement Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hutto Retirement Advisors: assets under management

The assets under management (AUM) of Hutto Retirement Advisors, LLC is $121.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $121.86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $118.2 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 61% of the total AUM. The second-largest asset type is investment and business development companies, which make up 30% of the firm’s portfolio. Investments in cash and cash equivalents form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hutto Retirement Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Hutto Retirement Advisors serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Hutto Retirement Advisors is high net worth individuals with 58 clients and $85.14 million of assets under management. Among the 9 most similar advisory firms, Hutto Retirement Advisors has the 5th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $121.86 million for 291 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Hutto Retirement Advisors doesn't advise any private funds.

Careers at Hutto Retirement Advisors, LLC

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gregory Lynn Hutto	President and chief compliance officer	1 Aug 2012	75% - 100%	2742911

Based in Colleyville

The principal office where Hutto Retirement Advisors, LLC performs its advisory services is located at 607 Cheek Sparger Road, Colleyville, TX 76034, which is also the mailing address of the firm. An additional office of the firm is in Keller, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 817-503-0100 or by fax 817-622-8081. The normal business hours are 8:00 to 4:00 on Monday - Friday. You can find more information about the New York firm at heritage-retirement.com.