# Hatton Consulting

Hatton Consulting is a Multi Family Office based in Phoenix, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Phoenix, United States
- **Region:** North America
- **Address:** Phoenix, AZ, United States
- **Assets under management:** Undisclosed
- **Website:** hattonconsulting.com
- **LinkedIn:** https://www.linkedin.com/company/hatton-consulting

## Regulatory record

- **Reports private funds:** No

## About

We strive to provide award-winning wealth management and financial planning services to a diverse range of investors. Meet a Creative Planning advisor near you.

## Sectors

- Private Wealth Management
- Financial Planning
- Estate Planning
- Tax Planning

## Questions

### How is Hatton Consulting related to Creative Planning?

Hatton Consulting operates under the Creative Planning brand, which absorbed the firm. Creative Planning is an independent RIA that provides wealth management, tax services via BerganKDV CPA, and family office services to clients nationwide (per Hatton Consulting/ Creative Planning website).

### What services does Hatton Consulting offer through Creative Planning?

The firm offers fiduciary wealth management, financial planning, tax-efficient wealth transfer, estate planning, retirement planning, and risk management strategies to ultra-high-net-worth and high-net-worth families (per Creative Planning website).

### Does Hatton Consulting make direct investments on behalf of clients?

The firm's disclosed focus is on wealth management and financial planning rather than proprietary direct investing. No direct investment activity or portfolio companies are mentioned on the website.

### Where is Hatton Consulting / Creative Planning headquartered?

Hatton Consulting is based in Phoenix, Arizona. Creative Planning has advisors in most major US metropolitan areas and serves clients nationwide (per Creative Planning website).

### How many advisors work at Creative Planning?

Creative Planning reported over 625 CFP professionals as of December 31, 2025. Hatton Consulting's specific headcount is not disclosed (per Creative Planning website).

### What is the minimum client threshold for Hatton Consulting / Creative Planning?

No minimum is publicly disclosed. The firm's website segments clients into ultra-affluent, high-net-worth, retirement, and foundations, but does not specify a dollar threshold.

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- [CloserStill Holdings Limited](https://altss.com/profile/closerstill-holdings-limited)
- [Harvey Partners](https://altss.com/profile/harvey-partners)

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Last updated: 2026-07-06T01:24:17.946Z

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