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Shirley Coria is a registered investment advisor at Hawley Advisors, based in Jurupa Valley, CA, with 22 years of industry experience. Shirley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 65 clients with $68M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
65 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$68.0M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$300
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $20.0M | 0.33% |
| $20M+ | 0.33% |
Fees are negotiable for accounts over $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Jurupa Valley, CA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2023Settled
Employment History
Current Registrations
Hawley Advisors
January 2026 - Present · 3 mos
Previous Registrations
Independent Financial Group, LLCBroker
July 2022 - July 2024 · 2 yrs
Independent Financial Group, LLC
July 2022 - July 2024 · 2 yrs
Npb Financial Group, LLC
January 2006 - July 2022 · 16 yrs 6 mos
Npb Financial Group, LLCBroker
January 2006 - July 2022 · 16 yrs 6 mos
Associated Planners Investment Advisory INC
September 2001 - July 2005 · 3 yrs 10 mos
Associated Securities CORP.Broker
September 2001 - July 2005 · 3 yrs 10 mos
State Registrations1 state
CA
Advisor
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.
Exams
No exam information available for this advisor.