William Hatton is a CFP-designated registered investment advisor at Billfold Budget Counseling, based in Sherman Oaks, CA, with 11 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 1 more. Their firm serves 35 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Billfold Budget Counseling offers ongoing financial planning for a fixed monthly fee of $200, paid in advance. This service includes working with a planner to develop and implement a financial plan, monitoring the plan, recommending changes, and ensuring the plan is up to date. The plan is reviewed annually.
Billfold Budget Counseling offers project-based financial planning services, including:
- Budget creation (non-investment advice): $1,000 - $1,500
- Financial Planning: $2,000 - $3,000
- Financial Coaching: $3,000 - $5,000
- Hourly Financial Planning: $250/hour
Contact
William Hatton
Location
14900 Magnolia Blvd, #55474, Sherman Oaks, CA, 91403
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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 →Employment History
Current Registrations
Billfold Budget Counseling
Previous Registrations
Financial Security Solutions, CORP.
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
State Registrations1 state
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.
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