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Aaron Hatch

Advisor at Woven Capital, LLC

Updated today

Location

Redding, CA 96001

Credentials

CFP®, Series 66

Industry experience

14 years

About

Aaron Hatch is a CFP®-certified financial advisor with 14 years of industry experience. He has been the sole advisor at Woven Capital, LLC since 2014, an independent, fee-only advisory firm based in Redding, CA. Woven Capital, LLC provides financial planning, investment advisory, and subscription-based consulting services to individuals and families. The firm emphasizes non-discretionary portfolio management, requiring client pre-approval for transactions, and employs fundamental, technical, cyclical, and charting analysis to guide investment recommendations.

Client services

Based on Woven Capital, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Woven Capital, LLC

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Charitable giving & philanthropy

Fee options

Fixed

Fixed fees ranging from $1,500 to $12,000 for initial financial planning and consultation services.

Percentage

$0 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001+: 0.50%

Project-based

$250 to $450 per hour billed in 15-minute increments.

Subscriptions

Ongoing financial planning and consulting services fees range from $2,400 to $24,000 annually.

Other

Fee-only: Hourly fees $250 to $450 per hour; Fixed fees $1,500 to $12,000 initial planning; Ongoing planning fees $2,400 to $24,000 annually; Fees are negotiable and may be discounted.

Location

1800 Pine St., Suite A

Redding, CA 96001

Most active in

California · Oregon

Work history

Woven Capital, LLC

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Richard K

CFP®, Series 65

Redding, CA

Ric Komarek, CFP

Richard Komarek is a Certified Financial Planner® with 18 years of experience, operating his independent firm, Ric Komarek, CFP, in Redding, California. He has served as a class instructor at Shasta College since 2015 and is also licensed as a life and health insurance agent. His career includes managing his own advisory practices since 2007. Ric Komarek, CFP provides financial planning, consulting, and investment advice to individuals, families, and business owners. The firm manages approximately $26 million in assets and offers tailored portfolio management focused on diversified investments, operating on a fiduciary, non-discretionary basis with an emphasis on risk management and client approval.

Wealth management
user avatar

Garet T

Series 65, Series 66

Palo Cedro, CA

Alpha Initiative

Garet Tarvin is a financial advisor at Alpha Initiative with Series 65 and Series 66 credentials and six years of industry experience. He has previously worked at Kahala Partners LLC and currently holds a role as a Utility Analyst for the City of Redding, where he provides analytical support for a public electric utility. Alpha Initiative is a fee-only registered investment adviser serving individuals, high-net-worth clients, and family trusts. The firm employs an active, fundamental investment approach focused on proprietary, analyst-driven security selection and offers a broad range of strategies including direct holdings, derivatives, and hedging techniques.

Active portfolio management Options & derivatives strategies Concentrated stock management
user avatar

Wesley J

Series 65

Redding, CA

WJ Consulting LLC

Wesley Jackman is the principal of WJ Consulting LLC, a California-registered independent investment advisory firm. He holds a Series 65 designation and has professional experience as a Systems Engineering Lead at KBR, Inc., where he works on aerospace and defense contracts. Prior to his current roles, he served nine years in the United States Air Force. WJ Consulting LLC provides portfolio management and investment advisory services focused on long-term value investing for individual clients. The firm emphasizes fundamental analysis and customizes portfolios based on client preferences, operating with a small client base and no assets under management as of mid-2025.

Active portfolio management
user avatar

Glenn R

Series 63, Series 65

Redding, CA

GSR Capital Management, Inc.

Glenn Rank is the sole advisor at GSR Capital Management, Inc., an independent registered investment adviser based in Redding, CA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to founding GSR Capital Management in 2015, his earlier career background is not detailed. Outside of his advisory role, Glenn Rank serves as a church elder at Oak Grove Bible Fellowship, where he contributes to administration and long-term planning. GSR Capital Management manages approximately $73 million for about 120 clients, offering discretionary portfolio management, financial planning, and ERISA plan consulting. The firm’s investment approach combines technical, fundamental, and valuation analysis to create diversified portfolios and serves a diverse client base including individuals, corporate/business clients, municipal entities, and charitable organizations.

Wealth management
user avatar

Darien C

Series 66

Redding, CA

Parallel Wealth Management

Darien Croce is a financial advisor with Parallel Wealth Management in Redding, CA, holding a Series 66 designation and 18 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2012 to 2017. In addition to his advisory role, Croce owns and manages Parallel Tax LLC, a tax preparation and planning business serving overlapping clients. Parallel Wealth Management provides discretionary portfolio management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm emphasizes passive investment management with index funds and ETFs, incorporates tax and estate considerations, and offers consulting on employer-sponsored retirement plans and employee benefits.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Approaching retirement Retired
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Patrick M

Series 65

Redding, CA

Retirement Lifestyles Advisory Group

Retirement income strategy Income planning General retirement planning Self-Employed Founder/Business Owner Mid-Career Professionals
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