A complete list of active advisors currently associated with Hawk Advisory LLC

Warmer can help you find a great advisor at Hawk Advisory LLC or one who fits your needs even better.

Hawk Advisory LLC provides financial planning, investment management, and tax preparation services primarily to individual clients. The firm is fee-only and offers both ongoing and project‑based financial planning engagements, and acts as the paid preparer for federal and state tax returns when engaged. The firm employs an asset‑allocation framework informed by modern portfolio theory and uses a mix of passive and active strategies across stocks, bonds, mutual funds, and ETFs; it may also incorporate socially conscious (ESG) options when requested. Management is non‑discretionary, and Hawk may subscribe client accounts to model portfolios through Altruist’s Model Marketplace and engage third‑party (Outside) managers as part of portfolio implementation. Compared with peers, Hawk is a very small practice—one advisor serving seven client households with essentially no discretionary AUM and only $2,610 in reported non‑discretionary assets as of December 31, 2024—and extends its services beyond traditional advisory work. The principal also provides outsourced CFO/business consulting, operates fee‑based financial education seminars and digital courses, and discloses personal real estate investment activities as outside business interests.

To learn more about the advisors currently working at Hawk Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.