The Hatton Financial Group provides financial planning services to individuals. The firm helps clients define their goals, organize their financial information, and evaluate different financial strategies. The firm offers advice on risk management, taxes, retirement, and estate planning. The firm is paid hourly for its services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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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