Joseph
Hubbard

Whipplewood Advisors, LLC

CRD#2128362
Investment Advisor
in Littleton, CO

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About this Advisor

Joseph Hubbard is a certified financial planner based out of Littleton, Colorado who has 3 years of industry experience. Hubbard is an advisor for Whipplewood Advisors, LLC. Over the course of their career, they have held roles at Self, First Financial Equity Corporation and Whipplewood Advisors, LLC. Hubbard holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Colorado and Texas. Whipplewood Advisors, LLC is a financial advisory company headquartered in Littleton, CO. It has $208 million in assets across its 327 accounts, making it one of the mid-sized firms in the United States by assets under management. The firm serves six charities and foundations. Of its 327 accounts, 32% belong to high-net-worth clients who have at least $1 million in assets. The advisory firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services usually are based on the financial services. Fee types billed by Whipplewood Advisors, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11852 Shaffer Drive Building B
Littleton, CO 80127

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Whipplewood Advisors, LLC Brokerage Details

Total Assets Under Management

$208,119,313

CO Average: $2,349,664,866
Total Number of Employees

6

CO Average: 28
Total Number of Accounts

327

CO Average: 1,101
Average Account Size

$636,450

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Joseph Hubbard Work History

Joseph has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Whipplewood Advisors, LLC

1992 - Present (32 years)

Self

2010 - 2020 (10 years)

First Financial Equity Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Hubbard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Whipplewood Advisors, LLC

Rodney Becker
Littleton, CO
Ronald New
Littleton, CO
Mona Feeley
Littleton, CO
Joseph Hubbard
Littleton, CO
Richard Whipple
Littleton, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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