Subscribe

Creative Planning acquires $440 million Arizona firm

creative planning $440 million

Hatton Consulting is a Phoenix-based wealth management firm that was founded in 1999.

Creative Planning, an Overland Park, Kansas-based registered investment adviser managing $225 billion, has acquired Hatton Consulting, a Phoenix, Arizona-based wealth management firm managing $440 million. Terms of the acquisition were not disclosed.

Founder Tim Hatton founded the eponymous firm

Subscribe or log in to read the rest of this content.

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

Meet the fastest-growing financial firms

Who made it to America’s list of fast-growing employers? Find out in this report.

Bridging the generational divide in finance

With younger generations entering the arena, it’s vital to know how to connect with them.

Fiduciary commitment should be table stakes

Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print