Hatton Consulting

Hatton Consulting

Hatton Consulting is a Phoenix-based multi-family office that has been absorbed into Creative Planning, one of the largest independent RIA platforms in the United States. The firm's website states that Creative Planning provides fiduciary wealth management and family office services to ultra-affluent investors, high-net-worth individuals, and foundations. No separate founding year or original principals for Hatton Consulting are disclosed. The firm's strategy centers on comprehensive financial planning, asset management, tax-efficient wealth transfer, and estate planning. The website lists services including retirement planning, risk management, and tax advice. Creative Planning reported over $710B in combined assets under management or advisement as of December 31, 2025, with more than 625 CFP professionals serving clients nationwide. Creative Planning has grown through acquisitions, with Hatton Consulting being one of many integrated practices. The firm maintains advisors in major metropolitan areas across the United States. In February 2026, Creative Planning was named to Forbes' Best Wealth Management Firms list (ranking released February 2026). The structural differentiator is Hatton Consulting's complete integration into Creative Planning's large RIA network, offering multi-family office capabilities through a national platform rather than as a standalone boutique. This gives clients access to in-house tax (via BerganKDV CPA firm) and estate planning services under a single fiduciary model.