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Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Hatch Wealth Management 2 years, 8 months Oct 2014 - Present
Woven Capital, LLC 2 years, 10 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
Wellpoint, Inc 2 years Mar 2006 - Mar 2008

Designations & Memberships

  • Financial Planning Association
    Membership
    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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Answers

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

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jan 18, 2017
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Jan 18, 2017
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Woven Capital, LLC

    Last updated on Jan. 16, 2017
      • $3.2M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 36
        Accounts
      • $90.1K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees