Eubank, Hutson & Associates, LLC
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About
Eubank, Hutson & Associates serves individual clients, including high-net-worth households, by offering discretionary portfolio management alongside financial planning and single-subject consulting. The firm typically advises on mutual funds, publicly traded stocks, and exchange-traded funds and provides written financial plans and hourly consulting when requested.
Its investment process combines technical and fundamental analysis with modern portfolio theory and a mix of long- and short-term purchase strategies, with portfolios tailored to each client's objectives, risk tolerance, and liquidity needs under discretionary authority. The brochure highlights attention to tax and retirement-rollover considerations and notes the firm acts as a fiduciary when providing retirement account advice.
A noteworthy distinction is the explicit use of options and other derivative strategies (including option writing) within its managed accounts, a capability the firm discloses along with related risks and that is uncommon among similar supported firms. The firm also relies on an institutional custodial platform that supplies execution, research, and operational support—benefits the brochure says can aid client service but also create potential conflicts of interest the adviser discloses.
Client services
Expertise
Fee options
Accounts less than $100,000+: 1.5% $0 - $100,000: 1.5% $100,000 - $250,000: 1.25% $250,000 - $500,000: 1.15% $500,000 - $1,000,000: 1.00% $1,000,000+: 0.85%
$250 per hour for financial planning and consulting services, negotiable
Account minimum: $250,000 Minimum fee: $1,000 minimum fee to open and maintain an advisory account (may be waived at discretion)
Main office
5928 W. Parker Rd., Suite 1100
Plano TX 75093
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Keith H
Series 65
Plano, TX
Eubank, Hutson & Associates, LLC
Keith Hutson is a Series 65-licensed financial advisor with 23 years of industry experience. He is a principal at Eubank, Hutson & Associates, LLC, where he has worked since 2015, and is also affiliated with Addington Financial Group. Eubank, Hutson & Associates serves individual clients, including high-net-worth households, by providing discretionary portfolio management, financial planning, and consulting services. The firm uses a combination of technical and fundamental analysis along with modern portfolio theory, incorporating options and other derivative strategies to tailor portfolios to clients’ objectives, risk tolerance, and liquidity needs.
Jerod B
CFP®, Series 65
Plano, TX
Eubank, Hutson & Associates, LLC
Jerod Brockelman is a CFP® and holds a Series 65 license, with 11 years of industry experience. He is affiliated with Eubank, Hutson & Associates, LLC and Addington Financial Group, where he works as an investment adviser representative. Eubank, Hutson & Associates serves individual clients, including high-net-worth households, by providing discretionary portfolio management, financial planning, and single-subject consulting. The firm’s investment approach integrates technical and fundamental analysis with modern portfolio theory and utilizes both long- and short-term strategies tailored to client objectives, risk tolerance, and liquidity needs.
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