Eubank, Hutson & Associates

What Eubank, Hutson & Associates does

Eubank, Hutson & Associates, LLC is a fee-only financial advisory firm headquartered in Plano, Texas, serving individuals and small businesses in the Dallas-Fort Worth metroplex. The firm delivers comprehensive financial planning across five service modules: retirement planning, tax planning, estate planning, insurance and risk management, and college planning. Services are provided through direct, consultative engagements beginning with a free initial consultation, and ongoing advisory relationships built around goal definition, financial analysis, plan implementation, and continuous monitoring. The firm is led by principals Keith Hutson (Chartered Retirement Planning Counselor, CRPC®) and Jerod Brockelman (CERTIFIED FINANCIAL PLANNER™, CFP®), who oversees day-to-day operations, following the 2018 passing of founder Chip Eubank.

The firm operates on a fee-only compensation model, generating revenue from advisory fees rather than product commissions, which the firm positions as an alignment-of-interest differentiator. Client assets are custodied through Charles Schwab & Co., Inc. under a partnership arrangement in which Schwab provides account servicing and custody while the firm retains independence in investment strategy. Distribution is direct-to-consumer and relationship-driven, with a WordPress-hosted blog serving as the primary content marketing channel for top-of-funnel education on retirement, tax, and estate topics. Geographic reach is explicitly concentrated in Texas, with a single office at 5928 W. Parker Rd, Suite 1100, Plano.

The firm carries no proprietary technology platform, app, or API surface. Its operational stack is essentially the standard RIA toolkit (planning software, custodial integration via Schwab, content publishing), and there is no indication of in-house AI, machine learning, or data assets. The business has operated continuously for over 30 years (firm timeline traces to Chip Eubank's 1984 advisory career), but operates at small-boutique scale with 11-50 total employees and three named principals — implying a headcount-weighted, principal-led operating model with limited capacity for rapid scaling without additional advisor hiring.

Name

Eubank, Hutson & Associates

Legal name

Eubank, Hutson & Associates, LLC

Website

https://eubankhutson.com

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

11–50 employees

Short description

Eubank, Hutson & Associates is a fee-only financial advisory firm in Plano, Texas that provides retirement, tax, estate, insurance, and college planning services to individuals and small businesses in the Dallas-Fort Worth area.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Finance and Insurance (52)

SIC

Finance Services (6199)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

Keywords

• Fee-only financial planning
• Retirement planning services
• Estate planning advisory
• Tax planning services
• Investment advisory services

Headquarters

HQ city

Plano

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Fee-Only Advisory Services: Full-service fee-only financial advisory firm providing comprehensive financial planning for individuals and businesses. Revenue is generated through advisory fees for financial planning, investment management, and related services. The fee-only structure means they do not earn commissions on product sales, providing unbiased advice.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels1 record

Core offering

Eubank, Hutson & Associates delivers fee-only comprehensive financial planning services to individuals and small businesses in the Dallas-Fort Worth area. Offerings include retirement planning, tax planning, estate planning, insurance and risk management, and college planning, bundled into ongoing advisory engagements rather than discrete product purchases.

Product overview

Eubank, Hutson & Associates, LLC is a fee-only financial advisory firm that has operated for over 30 years, providing comprehensive financial planning services to individuals and businesses. The firm offers five core service modules: Retirement Planning (goal definition, analysis, implementation, and monitoring), Tax Planning (retirement optimization and investment tax strategies), Estate Planning (legacy planning, charitable giving, wills, and power of attorney), Insurance and Risk Management (coverage adequacy, market risk review, and emergency funds), and College Planning (529 Plans, UTMA savings, and financial aid optimization). These services are delivered through direct advisory engagements rather than a software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning Comprehensive retirement planning service for individuals and businesses that includes goal definition, financial situation analysis, plan development and implementation, and ongoing monitoring and review.
• Tax Planning Tax planning service encompassing retirement plan tax optimization, investment tax reduction strategies, and tax projections for clients.
• Estate Planning Estate planning service covering legacy planning, charitable giving, wills, and power of attorney preparation for clients.
• Insurance and Risk Management Risk management service that determines life insurance adequacy, reviews systematic and non-systematic market risk, and establishes cash flow emergency funds for clients.
• College Planning College planning service utilizing 529 Plans and UTMA savings accounts, with optimization of financial aid eligibility for client families.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Charles Schwab Wealth Advisory:
• Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering fee-only financial planning, retirement, tax, and estate services to individuals — the same integrated suite and fee-only positioning as Eubank Hutson, but at massive national scale.
• Fisher Investments: Large private investment management and financial planning firm serving individuals and institutions with portfolio management and retirement planning — overlapping in the retirement, tax, and investment advisory categories.

Emerging players

• Personal Capital (Empower): Hybrid digital wealth management and financial planning firm combining technology tools with human advisors; competes directly with traditional fee-only RIAs on retirement planning, tax strategy, and estate planning for mass-affluent clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/tlc-diagnostics

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Eubank, Hutson & Associates