AdvisorRanked
95
Clean

EUBANK, HUTSON & ASSOCIATES, LLC

5928 W. PARKER RD., PLANO, TX 75093
Fiduciaryfee-onlySEC Registered
972-473-2244 HTTP://WWW.EUBANKHUTSON.COM CRD #226519
$138M
Assets Managed
2
Clients
2
Employees
11
Years Active
since 2015

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46062. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 11 years.

Firm Details

Legal NameEUBANK, HUTSON & ASSOCIATES, LLC
CRD Number#226519
SEC RegisteredYes
Registration Date2015-05-11
States RegisteredTX
Assets Under Management$138M
Number of Clients2
Employees2
Compensation Typefee-only
Last ADV Filing46062

Other Advisors in PLANO

View all advisors in PLANO

Frequently Asked Questions

Is EUBANK, HUTSON & ASSOCIATES, LLC a fiduciary?

Yes. EUBANK, HUTSON & ASSOCIATES, LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does EUBANK, HUTSON & ASSOCIATES, LLC charge clients?

EUBANK, HUTSON & ASSOCIATES, LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does EUBANK, HUTSON & ASSOCIATES, LLC have any complaints?

No. EUBANK, HUTSON & ASSOCIATES, LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 11 years of operation.

How does EUBANK, HUTSON & ASSOCIATES, LLC compare to other advisors in PLANO?

EUBANK, HUTSON & ASSOCIATES, LLC has a Red Flag Score of 95/100. There are 35 registered advisory firms in PLANO. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46062. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.