BH
ChFC
BH
ChFC

Barry Hatton

38 Years of Experience
Panama City Beach, FL

Barry Hatton is a ChFC-designated registered investment advisor at The Hatton Financial Group, LLC, based in Panama City Beach, FL, with 38 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

  • Comprehensive financial plan - Based on an hourly rate of $125, analyzing all areas of the client's life and coordinating them into a master plan.
  • Non-comprehensive analysis - Based on an hourly rate of $125, focusing on specific areas of client concerns, such as investment portfolio review, analysis of insurance contracts and survivor income needs, estate planning, and retirement funding & distribution planning.
Hourly Rate:$125/hr
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Location

Panama City Beach, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The Hatton Financial Group, LLC
September 1987 - Present · 38 yrs 8 mos
State Registrations1 state
VA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Barry Hatton - Financial Advisor | TrueAdvisor