Catherine Boyd Hawley
CH
Catherine Boyd Hawley
CH

Catherine Hawley

14 Years of Experience
Monterey, CA

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 5 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Hawley Personal Finance offers ongoing subscription support for clients who want continuous guidance. This service provides semi-annual meetings to track financial progress, update strategies, and adjust plans as life changes, such as starting a new job, having a baby, or preparing for retirement. Subscription services are billed using the firm's standard hourly or fixed fee rates.

  • Question & Answer Sessions — $1,050 for a one-time, 90-minute meeting focused on a specific financial topic, including a meeting recording and temporary software access
  • Comprehensive Financial Plans — $9,500 to $16,500 (or more depending on complexity), spanning four to six meetings to build a complete roadmap with written action items, deadlines, and ongoing support
  • Introductory Meeting — $300 for a 30-minute initial consultation, which is credited toward the cost of a full financial plan if you decide to proceed
  • Hourly Consulting — $500 per hour for advisor time (billed in 5-minute increments), with administrative and support staff time billed between $220 and $500 per hour
One-Time Plan:$9,500 - $16,500
Hourly Rate:$500/hr
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Location

288 Pearl St, Monterey, CA, 93940

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Hawley Personal Finance
May 2012 - Present · 14 yrs 5 mos
Previous Registrations
Rhodes & Fletcher, LLC
April 2011 - February 2012 · 10 mos
State Registrations2 states
CATX
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.
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