A complete list of active advisors currently associated with The Hatlestad Group

Warmer can help you find a great advisor at The Hatlestad Group or one who fits your needs even better.

The Hatlestad Group provides investment management, financial planning and consulting to individuals (including high‑net‑worth clients) and a range of institutional and fiduciary entities such as pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and foundations. Services are offered on both a discretionary and non‑discretionary basis and include retirement‑account fiduciary advice under ERISA/IRC where applicable. The firm tailors portfolios to client objectives and risk tolerance and uses a broad set of analytical methods — including charting, cyclical, fundamental, technical, quantitative analysis and modern portfolio theory — to construct and rebalance allocations. It also may recommend third‑party managers or enter sub‑advisory relationships, while continuing periodic oversight and reporting of client accounts. Distinctive features in the brochure include no account minimum and a stated financial planning fee range generally between $5,000 and $30,000 (with potential waivers or offsets when combined with investment management). The firm discloses it does not accept commissions or performance‑based fees, maintains a level‑fee/DOL fiduciary posture for applicable retirement advice, and will not accept proxy‑voting authority for client securities.

To learn more about the advisors currently working at The Hatlestad Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.