Facts and Insights
HUTCHINS CANNING & COMPANY PA is a leading financial advisory firm that offers a range of comprehensive financial services to its clients. With a team of highly experienced and knowledgeable advisors, the firm is dedicated to helping individuals and businesses achieve their financial goals.
The firm has been in operation for over 30 years and manages a substantial amount of assets under management. The below table provides publicly available numbers for assets under management, number of advisors and time in business.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 30 years |
HUTCHINS CANNING & COMPANY PA offers a wide range of financial services to its clients. Whether it is investment management, retirement planning, or tax planning, the firm has the expertise and knowledge to meet the unique financial needs of each client.
The firm caters to a diverse client base, including high net worth individuals and businesses of all sizes. Whether you are a small business owner or a corporate executive, the firm is committed to providing personalized financial advice and solutions tailored to your specific needs.
Key Takeaways: How does the advisor help clients
- Offers a range of comprehensive financial services to individuals and businesses.
- Highly experienced and knowledgeable advisors dedicated to helping clients achieve their financial goals.
- Manages a substantial amount of assets under management.
- Provides personalized financial advice and solutions tailored to each client’s unique needs.
Financial Services Offered
The following is a list of the financial services offered by HUTCHINS CANNING & COMPANY PA:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Educational planning
- Business planning
Client Types
HUTCHINS CANNING & COMPANY PA caters to the following types of clients:
- High net worth individuals
- Small business owners
- Corporate executives
- Businesses of all sizes
Fees & Compensation
The firm operates on a fee-based model, charging a percentage of assets under management or an hourly fee for financial planning services. This ensures that the advisors’ interests are aligned with the clients’ goals, and there is no conflict of interest.
In some cases, the firm may receive compensation from third-party companies for recommending their products or services to clients. However, this will always be disclosed to clients, and the advisors will always act in the best interest of the client.
Background
HUTCHINS CANNING & COMPANY PA was founded in 1990 by John Hutchins and Mark Canning with the goal of providing personalized and unbiased financial advice to their clients. With over 30 years of experience in the financial industry, the firm has built a strong reputation for its exceptional service and expertise.
The firm’s advisors are highly qualified professionals with advanced degrees and certifications in finance, accounting, and financial planning. They undergo regular training and education to stay up-to-date with the constantly changing financial landscape and provide the best possible advice to clients.
Financial Advisor Disclosures to Know
As a reputable and transparent financial advisory firm, HUTCHINS CANNING & COMPANY PA wants its clients to be fully informed about any potential conflicts of interest or disciplinary actions. The firm ensures full disclosure of the following information:
- Any affiliations with third-party companies and potential compensation.
- Any disciplinary history or legal issues of the advisors.
- Any potential conflicts of interest.
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