Billfold Budget Counseling

Financial planning in Sherman Oaks, CA

State registeredNo commissions reported

Call (818) 522-0975 Send a message Map ↗

Public-record details

Address: 14900 Magnolia Blvd, #55474, Sherman Oaks, CA 91403
Phone: (818) 522-0975
Listed under: Financial planning, Hourly fees, Flat / fixed fees
Legal name: Hatton, William James
CRD number: 305073
Registration: State registered: CA
Compensation (Form ADV 5.E): Hourly charges; Subscription fees; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning
Clients reported (Form ADV 5.D): 35
Individual / high-net-worth clients: 35 / 0
Employees: 1
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-06-09

State registered (CA) investment adviser, CRD 305073, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 305073 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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