# Hatfield Insurance & Financial Services, Inc.

> Hatfield Insurance & Financial Services, Inc. is a state-registered investment advisory firm in Burbank, CA, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 169941
- Filed as: HATFIELD INSURANCE & FINANCIAL SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Burbank, CA
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169941
- AdvisorCensus page: https://advisorcensus.com/firm/hatfield-insurance-and-financial-services-inc-burbank-ca-169941

## Quick answers

**How is Hatfield Insurance & Financial Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Hatfield Insurance & Financial Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Hatfield Insurance & Financial Services, Inc. located?**
Hatfield Insurance & Financial Services, Inc.'s principal office is in Burbank, CA, according to its Form ADV.

**Is Hatfield Insurance & Financial Services, Inc. registered with the SEC or a state?**
Hatfield Insurance & Financial Services, Inc. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169941.

**How much does Hatfield Insurance & Financial Services, Inc. manage?**
Hatfield Insurance & Financial Services, Inc. reports $99,190,124 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (0% discretionary).

**What types of clients does Hatfield Insurance & Financial Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (121); high net worth individuals (18).

**Does Hatfield Insurance & Financial Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169941

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $99,190,124
- Discretionary: $0
- Non-discretionary: $99,190,124

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 121 | $39,900,037 |
| High net worth individuals | 18 | $50,873,025 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $8,417,062 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2014 (12 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hifsi.com
- LinkedIn @erichatfieldadvisor

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hatfield Insurance & Financial Services, Inc. (CRD 169941): Form ADV filing data as of October 2026.