Aaron Hatch
Woven Capital · Redding, California
Aaron Hatch is a fee-only financial advisor at Woven Capital in Redding, California, who holds the CFP credential. Aaron charges a percentage of assets and a one-time planning fee (one-time plans from $1,500 and 0.9% a year on the first tier of assets managed) and focuses on equity compensation, founders (pre-exit) and retirement planning.
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Specialties
Who they serve
- Tech employees
- High earners
Facts
| Firm | Woven Capital |
|---|---|
| Based in | Redding, California |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $1,500 · 0.9% a year on the first tier of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $23.3M across 98 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, OR · CRD 4828852 |
| Exams passed | Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wovencapital.net |
| Profile |
How Aaron's firm compares
- A one-time plan starts at $1,500, below the California median of $2,500 for fee-only firms that publish prices.
- Woven Capital's average account is about $238,000, from its Form ADV (assets managed divided by 98 accounts).
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Questions about Aaron
Is Aaron Hatch a fee-only financial advisor?
Yes. Aaron Hatch is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Aaron's firm.
How does Aaron charge for financial advice?
Aaron charges a percentage of assets and a one-time planning fee.
How much does Aaron charge?
According to Woven Capital's website, checked October 28, 2026: one-time plans from $1,500; 0.9% a year on the first tier of assets managed; no asset minimum.
Where is Aaron Hatch based?
Aaron Hatch is based in Redding, California.
What does Aaron specialize in?
Aaron's specialties include equity compensation, founders (pre-exit), retirement planning, tax planning and sustainable & impact investing. Aaron works with tech employees and high earners.
What credentials does Aaron Hatch hold?
Aaron Hatch holds the CFP credential.
Is Aaron Hatch registered with the SEC?
Yes. Aaron Hatch is registered as an investment adviser representative in CA and OR (CRD 4828852), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Woven Capital manage?
Woven Capital reports $23.3M across 98 accounts in assets under management.
How do I contact Aaron Hatch?
Through Aaron's website, wovencapital.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Woven Capital website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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