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They include 240 individual clients, 128 high-net-worth individuals, and 9 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hixon Zuercher offer?","answer":"Hixon Zuercher provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars, education planning, estate planning, and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Hixon Zuercher charge?","answer":"Hixon Zuercher charges 0.50%–1.50% for its Standard Fee Schedule. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance.","source":"FORM ADV 2A - HZCM, filed 10 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Hixon Zuercher use?","answer":"Hixon Zuercher’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $443M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hixon Zuercher have?","answer":"Hixon Zuercher has 8 investment adviser representatives registered with state securities authorities, out of 11 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hixon Zuercher invest in?","answer":"At the end of its last fiscal year, Hixon Zuercher’s separately managed accounts held 52% exchange-traded equities, 42% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hixon Zuercher?","answer":"Hixon Zuercher’s direct owners are Anthony Hixon (50% to 75%) and Joshua Robb (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 10 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hixon Zuercher get paid?","answer":"Hixon Zuercher is paid through a percentage of assets under management, hourly charges and fixed fees. 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