Creative Planning Acquires Hatton Consulting
04/06/22, 5:24 PM
Industry
financial services
financial services
Hatton Consulting (Hatton) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in the country. Hatton, which has $440 million in AUM, is a Phoenix based wealth management firm that works primarily with key executives and managers, business owners, pre-retirees and retirees, and widows/widowers.
Company Info
Company info
Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management. Creative Planning manages over $100 billion in assets across all 50 states and 65 countries, as of November 3, 2021.