Aaron Hattenbach
Aaron Hattenbach is a CFP-designated registered investment advisor at Rapport Financial, LLC, based in San Francisco, CA, with 13 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, Estate Planning, Investment Management, Medical Professionals, and 2 more. Their firm serves 30 clients with $44M 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 | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. Some clients may be subject to a different fee structure depending on when they became a client.
Fee Estimator
Location
505 Montgomery Street Suite 1100, San Francisco, CA, 94111
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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 →Other Business ActivitiesSells Insurance
Aaron may act as an insurance agent with Synchronize (Powered by Lockton Affinity). He assists clients in meeting their financial goals through life, disability, and long-term insurance planning.
Employment History
Current Registrations
Rapport Financial, LLC
Previous Registrations
Emerson Equity LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Hightower Securities, LLCBroker
Hightower Advisors, LLC
Concentric Capital 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.