The Hatton Financial Group, LLC fees and pricing
Financial planner in Freeport, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2025, The Hatton Financial Group, LLC charges $125 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $125/hr
“Our current fee for a “comprehensive” financial plan is based on an hourly rate of $125.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Hatton Financial Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The client may terminate the agreement within 5 business days of the signing of the agreement with a full refund of any initial fee paid.”
- “After 5 business days, pro-rata charges will apply for time spent prior to notification of termination.”
How The Hatton Financial Group, LLC’s fees compare
- Its hourly rate of $125 is below the Florida median of $288. 3% of the 372 other Florida planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About The Hatton Financial Group, LLC
“Financial planning is an analytical process designed to help a client articulate and quantify goals, organize financial data, and evaluate alternative courses of action.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 1984 (42 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 111349
- Phone
- (540) 840-0252
Can advise clients in 1 state: Virginia
Other planners in Florida that publish fees
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.