Insights

Strategic partnership Potential sales opportunity from their 2022 partnership with Creative Planning LLC, suggesting openness to collaboration with large RIAs and expanded service capabilities.

Growth opportunity Revenue under one million and nationwide client base indicate room to scale through expanded advisory services, marketing campaigns, and digital onboarding to attract higher-net-worth segments.

Niche focus Specialization in divorcees, widows, and families facing loss suggests tailored financial planning solutions could be co-sold with estate and tax planning services to affluent families.

Tech leverage Current tech stack (Squarespace, Webpack, Google Fonts API, Modernizr) signals a modern web presence; opportunities to upsell financial planning tools, client portals, and ongoing digital engagement enhancements.

Leadership signals As a fee-only, Phoenix-based advisor with national reach, there is potential to position as a premium, fiduciary-aligned partner for large RIAs seeking to extend retirement and estate planning capabilities.

Similar companies to Hatton Consulting Inc

Hatton Consulting Inc Tech Stack

Hatton Consulting Inc uses 4 technology products and services including Squarespace, Webpack, Google Fonts API, and more. Explore Hatton Consulting Inc's tech stack below.

  • Content Management System
  • Webpack
    Development
  • Google Fonts API
    Font Scripts
  • Modernizr
    Javascript Libraries

Hatton Consulting Inc's Email Address Formats

Hatton Consulting Inc uses at least 2 email formats:
Hatton Consulting Inc Email FormatsExamplePercentage
First@hattonconsulting.comJohn@hattonconsulting.com
60%
FLast@hattonconsulting.comJDoe@hattonconsulting.com
40%

Frequently Asked Questions

What is Hatton Consulting Inc's official website and social media links?

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Hatton Consulting Inc's official website is hattonconsulting.com and has social profiles on LinkedIn.

How much revenue does Hatton Consulting Inc generate?

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As of September 2026, Hatton Consulting Inc's annual revenue is estimated to be <$1M.

What is Hatton Consulting Inc's NAICS code?

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Hatton Consulting Inc's NAICS code is 52 - Finance and Insurance.

How many employees does Hatton Consulting Inc have currently?

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As of September 2026, Hatton Consulting Inc has approximately 2 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: J. H. and Vice President Operations: S. P. Explore Hatton Consulting Inc's employee directory with LeadIQ.

What industry does Hatton Consulting Inc belong to?

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Hatton Consulting Inc operates in the Financial Services industry.

What technology does Hatton Consulting Inc use?

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Hatton Consulting Inc's tech stack includes Squarespace, Webpack, Google Fonts API and Modernizr.

What is Hatton Consulting Inc's email format?

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Hatton Consulting Inc's email format typically follows the pattern of First@hattonconsulting.com. Find more Hatton Consulting Inc email formats with LeadIQ.
Hatton Consulting Inc logo

Hatton Consulting Inc

Financial ServicesArizona, United States2-10 Employees

Hatton Consulting Inc is a fee-only financial advisory firm based in Phoenix, Arizona, providing comprehensive financial management services for individuals and families. Its offerings cover retirement planning and income strategies, investment management, estate planning and administration, and tax management, with a stated focus on supporting clients across the wealth lifecycle, including those experiencing divorce, widowhood, or loss. Operating within the financial services industry, the firm serves clients nationwide and emphasizes holistic, individualized planning rather than sales-driven approaches. A notable recent development is Hatton Consulting’s partnership with Creative Planning Advisor Services, LLC, announced in early 2022, which reflects collaboration within the broader registered investment advisory community. The company situates itself in Phoenix, offering services to a diverse clientele while maintaining a footprint that accommodates clients at various stages of wealth accumulation and distribution.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • <$1M

    Hatton Consulting Inc's revenue is estimated to be in the range of <$1M

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