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Advisor Services

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Funds Used With Clients

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Firm Client types

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No timeline events available.
Employer Years Dates
Woven Capital, LLC 5 years, 6 months Oct 2014 - Present
Woven Capital, LLC 5 years, 8 months Aug 2014 - Present
LPL Financial LLC 3 years, 5 months Apr 2011 - Sep 2014
North Berkeley Investment Partners 2 years, 10 months Apr 2008 - Feb 2011

Designations & Memberships

  • Financial Planning Association
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

Articles and Answers

Insights by Aaron Hatch

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Ask a financial questionAsk a question
Should I contribute to an IRA if I'm already contributing to a 401k? I'm 31 years old 8% will get me the full comp. mat.
Hi Travis,Great question. I typically recommend to my clients that they first contribute to their 401k up to their company match so that they take advantage of "free money." In your case, it sounds like your company has a match up to 8% of your salary. Then depending on my client's overall fina...  (more)
Answered Dec 2014
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    U.S. Securities and Exchange Commission
    • license status
    • disclosures
    • as of date
      Feb 27, 2020
    • license status
      Not registered
    • disclosures
    • as of date
      Feb 27, 2020
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


    Woven Capital, LLC

    Last updated on Feb. 27, 2020
      • $7.6M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 49
      • $154.8K
        Estimated Average Account Balance


    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees