A complete list of active advisors currently associated with The Hatton Financial Group, LLC

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

The Hatton Financial Group provides financial planning services primarily to individual clients, preparing written comprehensive and limited-scope plans and offering limited investment-related guidance on matters such as risk management, taxes, retirement and estate planning. The firm states it is not licensed to sell securities and frames its work as analytic financial planning rather than discretionary asset management. The firm charges for planning on an hourly basis and follows a defined engagement process that culminates in a written plan and recommendations; implementation of investment strategies is generally handled through referrals to other advisers. When clients seek managed asset services, the firm refers them to third-party investment managers rather than directly managing client securities. A notable feature in the brochure is a solicitor’s agreement with CLS Investments, LLC (an SEC-registered adviser) under which the firm may receive cash referral fees based on the third party’s advisory fees, which the brochure says can be up to 100% of the adviser’s fee. Compared with many firms in its investment-manager peer group, the firm’s reliance on hourly planning fees and the absence of percentage-of-AUM billing, combined with compensable referrals to outside managers, is an atypical mix.

To learn more about the advisors currently working at The Hatton Financial Group, LLC, 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.