Hawley Personal Finance fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Hourly fees are based on a rate of $500 per hour, billed in 5-minute increments, and a partial increment will be treated as a whole increment.”

Flat or project fee

$9,500⁠-⁠$16,500

“Financial Plans Financial Plans: $9,500 – $16,500 (or more depending on needs and complexity).”

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

How Hawley Personal Finance bills

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

• “Generally, fees are not negotiable, although, in the sole discretion of the firm, fees may be discounted.”
• “Question & Answer Sessions Question & Answer Sessions are $1,050, if booked through the firm’s website and paid in advance via credit card.”
• “If not booked through the firm’s website and paid in advance via credit card, an invoice will be sent after the meeting.”

How Hawley Personal Finance’s fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $9,500-$16,500 is above the California median of $5,000. 87% of the 796 other California planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Hawley Personal Finance

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

164010

Website

hawleypersonalfinance.com (opens in new tab)

Phone

(415) 483-2335

Other planners in Monterey that publish fees

• Ogden, ThomasMonterey$500/hr
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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