H
Hatchet Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,214,289
Total clients
2
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$607,145
About
Hatchet Financial, LLC provides investment management and both comprehensive and project‑based financial planning for individual clients, including some high‑net‑worth individuals. The firm offers discretionary portfolio management and, when appropriate, referrals to third‑party managers and other professionals to support client goals.
The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, using a mix of passive and active strategies and fundamental analysis to build long‑term portfolios aligned with each client’s risk tolerance and objectives. Hatchet customizes plans, accepts reasonable client‑imposed restrictions in writing, and monitors any engaged third‑party managers for continued suitability.
Noteworthy features include the firm’s very small scale and recent formation — operating with a single registered advisor, roughly $1.2 million in assets under management, and only a couple of client relationships — and the principal’s full‑time outside employment in the security industry. The brochure also discloses that Hatchet requires clients to custody assets at a specific institutional custodian and maintains fee‑sharing/referral arrangements and other economic relationships with recommended third‑party managers and service providers, which it says are disclosed to and monitored for conflicts of interest.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business sale tax planning
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Flat fee between $300 and $1,000 for full financial plan
$200 per hour for project-based financial planning
Minimum fee: $50 per month ($600 annually) in addition to AUM fee Fee-only: Flat fee between $300 and $1,000 for full financial plan; $200 per hour for project-based financial planning
Main office location
Hatchet Financial, LLC
Reno NV, United States
Number of offices
1
Most active in
Hatchet Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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