Hawley Personal Finance provides financial planning and investment consulting services to individuals. The firm helps clients with cash flow, education funding, retirement planning, risk management, estate planning, and philanthropic giving. Hawley does not offer ongoing investment management services, and clients implement recommendations themselves.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
One-Time Plan:$9,500 - $16,500
Hourly Rate:$220 - $500/hr
Loading...
