Catherine Hawley is a registered investment advisor at Hawley Personal Finance, based in Monterey, CA, with 14 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
If you want ongoing support, Hawley Personal Finance offers subscription services with semi-annual meetings to track progress and adjust your plan as needed. This is not required.
- Question & Answer Sessions: $1,050, addressing a specific topic in a 90-minute virtual meeting. Includes a recording and access to financial planning software for a month.
- Financial Plans: $9,500 - $16,500 (or more depending on needs and complexity). Includes an introductory meeting, several planning meetings, written action items, deadlines, support between meetings, detailed investment instructions, and access to financial planning software for a year.
- Hourly: $500 per hour, billed in 5-minute increments. Administrative and paraplanning staff time is billed at $220 to $500 per hour.
Location
2511 Garden Road, Bldg. B, Suite 240, Monterey, CA, 93940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Hawley Personal Finance
Previous Registrations
Rhodes & Fletcher, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.