Billy Hatton
Billfold Budget Counseling · Sherman Oaks, California
Billy Hatton is a fee-only financial advisor at Billfold Budget Counseling in Sherman Oaks, California, who holds the CFP credential. Billfold Budget Counseling reports charging hourly fees, a subscription and fixed fees on its Form ADV.
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Facts
| Firm | Billfold Budget Counseling |
|---|---|
| Based in | Sherman Oaks, California |
| Fee model (firm's Form ADV) | Hourly · Subscription · Fixed fees |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative · CRD 6181330 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | billfoldbudget.com |
| Profile |
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Questions about Billy
Is Billy Hatton a fee-only financial advisor?
Yes. Billy Hatton 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 Billy's firm.
How does Billy charge for financial advice?
Billy's firm, Billfold Budget Counseling, reports charging hourly fees, a subscription and fixed fees on its SEC Form ADV.
Where is Billy Hatton based?
Billy Hatton is based in Sherman Oaks, California.
What credentials does Billy Hatton hold?
Billy Hatton holds the CFP credential.
Is Billy Hatton registered with the SEC?
Yes. Billy Hatton is registered as an investment adviser representative (CRD 6181330), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Billy Hatton?
Through Billy's website, billfoldbudget.com.
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
- Billfold Budget Counseling 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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