Hutchinson & Ziegler Financial Advisors, Inc.

Hutchinson & Ziegler Financial Advisors, Inc. (CRD# 145096) is a financial advisory firm headquartered in San Rafael, CA. They manage $72,504,795 in 246 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    246
    ACCOUNTS
  • Average Account Value
    $294,735
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Hutchinson & Ziegler Financial Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Heather I. Hutchinson
CRD#: 2695325
1010 B Street, Suite 325, San Rafael, CA 94901
96
Wealthminder
score

Heather Hutchinson (CRD# 2695325) is an Investment Advisor Representative working at Hutchinson & Ziegler Financial Advisors, Inc. in San Rafael, CA and has over 20 years of experience in the finance industry. Heather Hutchinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Eric J. Ziegler
CRD#: 2080367
1010 B Street, Suite 325, San Rafael, CA 94901
96
Wealthminder
score

Eric Ziegler (CRD# 2080367) is an Investment Advisor Representative working at Hutchinson & Ziegler Financial Advisors, Inc. in San Rafael, CA and has over 25 years of experience in the finance industry. Eric Ziegler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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