Gregory Lynn Hutto
Investment adviser representative at Heritage Retirement Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$351.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Heritage Retirement Advisors, LLCOct 2012 to now
- Heritage Tax AdvisorsJan 2012 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (TX).
Heritage Retirement Advisors, LLC
Legal name: Hutto Retirement Advisors, LLC
$351.1MAssets managed
345Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2742911
- Firm CRD
- 165191