Hastie Financial Group

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Client assets under management

Clients

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

—

Client services

Financial planning

Main office location

Hastie Financial Group

307 Main Street, Suite 300

Salinas CA 93901, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is 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.

Is not active or affiliated with:

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook X Website 831-422-4910

Advisors at this firm

William H

Series 63, Series 65

Salinas, CA

Hastie Financial Group

William Hastie Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at LPL Financial, LLC for 24 years and has operated Hastie Financial Group since 2012. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including model portfolios and personalized investment options, while providing operational, compliance, and practice-management support to affiliated advisors.

Ryan H

Series 66

Salinas, CA

Hastie Financial Group

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