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HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.

SAN RAFAEL, CA · CRD 145096 · IAPD ↗ · hzadvisors.com · 415-259-3933

$235.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. moved its main office from NOVATO, CA to SAN RAFAEL, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
March 2025 — HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
December 2024 — HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. moved its main office from SAN RAFAEL, CA to NOVATO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.