Advisor at Hawley Personal Finance
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hawley Personal Finance
Location
Monterey, CA 93940
Credentials
Series 63, Series 65
Industry experience
14 years
Catherine Hawley is a financial advisor at Hawley Personal Finance in Monterey, CA, with 14 years of industry experience. She holds Series 63 and Series 65 designations and has been practicing as a CFP® since 2012. Hawley Personal Finance offers financial planning and investment consultation to individuals, families, and small businesses, focusing on cash flow, retirement, tax strategies, education funding, and estate planning. The firm emphasizes fundamental analysis and asset allocation with long-term, buy-and-hold strategies, providing recommendations without managing or executing trades on client assets.
Based on Hawley Personal Finance
Fixed fees for Financial Plans ($9,500 to $16,500) and Question & Answer Sessions ($1,050). Introductory Meeting fee is $300, credited if client proceeds with plan.
$500 per hour for advisory services billed in 5-minute increments; administrative/paraplanning staff billed at $220 to $500 per hour.
Fee-only: Fixed fees ranging from $9,500 to $16,500 for Financial Plans; $1,050 for Question & Answer Sessions; hourly rates of $500 per hour for advisory services and $220 to $500 per hour for administrative/paraplanning staff.
2511 Garden Road, Bldg. B, Suite 240
Monterey, CA 93940
California · Texas
Catherine Hawley, CFP®
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Carmel, CA
Knight of California LLC
CFP®
Pacific Grove, CA
Elliott Financial, LLC
Series 63, Series 65
Seaside, CA
Midway Partners Capital Management, LLC
CFP®, Series 65, Series 66
Monterey, CA
Monterey Bay Asset Management LLC
CFA®, Series 63
Monterey, CA
Del Monte Capital, Inc.
Series 63, Series 66
Monterey, CA
Seal Rock Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")