Hawley Personal Finance
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
63
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
63
Average account size
$0
About
Hawley Personal Finance provides financial planning and investment consultation to individuals, families, and small businesses, covering topics such as cash flow and budgeting, retirement and tax-aware strategies, education funding, and estate planning. The firm does not provide ongoing investment management services and reports no regulatory assets under management.
Recommendations are built using fundamental analysis and asset-allocation principles (including Modern Portfolio Theory), with an emphasis on long-term buy-and-hold strategies and periodic rebalancing; the firm does not execute trades or custody client assets, and clients retain discretion and are expected to implement recommended actions through their chosen service providers. Services are offered as one-time Question & Answer sessions, structured multi-meeting financial plans with written action items and accountability, or subscription engagements for periodic ongoing support, with clients receiving meeting recordings and access to financial planning software.
Compared with many independent advisory firms, Hawley does not charge percentage-of-assets-under-management fees and instead operates on fixed, hourly, and subscription fee arrangements, and it states it does not accept compensation for selling investment products. The firm is a fee-only planner and a member of professional networks that support fee-only financial planning, and its brochure indicates it does not report serving non‑high‑net‑worth (non‑HNW) individual clients, a client-profile distinction that is less common among peers.
Client services
Financial planning
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
Retirement withdrawal strategies
Fee options
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.
Main office location
Hawley Personal Finance
2511 Garden Road, Bldg. B, Suite 240
Monterey CA 93940, United States
Number of offices
1
Most active in
Hawley Personal Finance has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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