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The Hatton Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
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.
Client services
Financial planning
Selection of other advisers
Expertise
General retirement planning
Fee options
$125 per hour for comprehensive and non-comprehensive financial planning services
Fee-only: Fee-only financial planning services based on an hourly rate of $125
Main office location
The Hatton Financial Group, LLC
Freeport FL, United States
Number of offices
1
Most active in
The Hatton Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
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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