Aaron Hatch is a CFP-designated registered investment advisor at Woven Capital, LLC, based in Redding, CA, with 15 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 65 clients with $23M 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 $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are calculated as a blended rate. Separate fee schedules apply for Betterment (includes 0.15% Betterment fee) and tax-exempt organizations. Fees are negotiable.
Fee Estimator
Contact
Aaron Hatch
Location
1800 Pine St., Suite A, Redding, CA, 96001
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Woven Capital, LLC
Previous Registrations
LPL Financial LLC
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
- Michael Jones, CFPEdward Jones
- Casey Clure, CFPMariner Independent
- Gregory Shaddix, CFPCetera Investment Advisers LLC
- Perry Wright, CFPStifel, Nicolaus & Company, Incorporated
- Mason Wright, CFPStifel, Nicolaus & Company, Incorporated
- Eric Dues, CFPEdward Jones