Hawley Advisors offers personalized financial planning and investment management services for individuals, couples, families, trusts, estates, and small businesses. Founded in Walnut Creek, California, Hawley Advisors uses strategic asset allocation grounded in Modern Portfolio Theory to build globally diversified portfolios primarily using no-load mutual funds and exchange-traded funds. The firm provides discretionary portfolio management alongside comprehensive financial planning covering cash flow management, tax strategies, retirement planning, insurance reviews, education funding, and estate planning. Hawley Advisors operates as a fee-based practice and does not sell commissioned financial products such as insurance or annuities.
Fee Structure
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 at the firm's discretion. Accounts falling below $50,000 may incur a $300 annual administrative service charge.