PlannerFees

Hawk Capital Management LLC fees and pricing

Financial planner in Millbury, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 26, 2026, Hawk Capital Management LLC charges a flat or project fee of $1,000⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,000⁠-⁠$10,000
“Standalone financial planning fees for project-based work are typically $1,000 to $10,000, depending on the scope and complexity of the engagement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Hawk Capital Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Such fees are billed monthly in advance as agreed with the client and are earned over time.”
  • “If financial planning fees are paid in advance and the engagement is terminated prior to completion, any unearned portion of the fee will be refunded on a pro-rata basis.”

How Hawk Capital Management LLC’s fees compare

  • Its flat or project fee of $1,000-$10,000 spans the Massachusetts median of $4,750. 59% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Hawk Capital Management LLC

“The Adviser provides discretionary investment management services and financial planning services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Insurance analysis
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
40
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
Assets managed
$21,066,764
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
172700
Website
hawkcapitalmgmt.com (opens in new tab)
Phone
(610) 283-0904

Can advise clients in 2 states: Massachusetts, Pennsylvania

Other planners in Massachusetts that publish fees

Compare all 463 planners in Massachusetts

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.