Timothy Hatton is a CFP-designated registered investment advisor at Creative Planning, based in Phoenix, AZ, with 25 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.
Fee Estimator
Location
5090 N. 40th Street, Suite 160, Phoenix, AZ, 85018
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2004Employment History
Current Registrations
Creative Planning
Previous Registrations
Hatton Consulting, INC.
State Registrations2 states
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
More Advisors
- Tovin Mcgovern, CFPCreative Planning
- Tigran Unciano, CFA, CFPCreative Planning
- James Hatton, CFPCreative Planning
- Mary Baron, ChFCAmeriprise Financial Services, LLC
- John Smith, CFPDomain Money Advisors, LLC
- Cheryl Knight, ChFCLPL Enterprise, LLC