Five Star award winner Harvey E. Hutchinson IV

PROFESSIONAL PROFILE

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Harvey E. Hutchinson IV

President

Hutchinson Financial Advisors, Inc.

5243 Hickory Park Drive, Suite C

Glen Allen, Virginia 23059

Office: 804-729-6420

Cell: 804-921-7143

hhutchinson@weg1.com
www.hutchinsonadvisors.com/

Professional Approach

Hutchinson Financial Advisors, Inc. is a financial services company based in Glen Allen, Virginia. We take a goals-based approach to your financial lives, including helping you to plan your lifestyle around your finances. But really, we just strive to make sure you, your family, and your business receive the necessary financial guidance to succeed now and in the future. With our talented team of professionals, we have the experience and the expertise to get you where you want to go financially.

Founded in 1997, Hutchinson Financial Advisors, Inc. (formerly Brunson Hutchinson Advisors, Inc.) has been successfully managing clients’ financial futures for over 20 years. In this time, the company has grown to a client list of over 200 households that spans nine different states (Virginia, Texas, North Carolina, Maryland, Louisiana, Vermont, Illinois, Ohio and Florida). Hutchinson Financial Advisors has continued to expand the financial services offered based on the needs of our clients. In addition to investment planning, Hutchinson Financial Advisors offers help with your life & health insurance planning, taxes, estate planning, education planning, charitable gifting, small firm benefits and company retirement packages.

See Accomplishments

This award was issued on 11/1/19 by Five Star Professional (FSP) for the time period 2/25/19 through 10/7/19. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 979 Richmond-area wealth managers were considered for the award; 77 (8% of candidates) were named 2019 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2018: 939, 94, 10%,11/1/18, 3/16/18 – 10/4/18. 2017: 771, 93, 12%, 11/1/17, 3/15/17 – 10/6/17. 2016: 687, 144, 21%, 10/1/16, 5/6/16 – 10/4/16. 2015: 710, 190, 27%, 10/1/15, 5/6/15 – 9/30/15. 2014: 1242, 187, 15%, 10/1/14, 5/6/14 – 9/30/14. 2013: 802, 190, 24%, 10/1/13, 5/6/13 – 9/30/13. 2012: 663, 163, 25%, 10/1/12, 5/6/12 – 9/30/12.

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Securities offered through World Equity Group, Inc, Member FINRA,SIPC

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.