Jurupa Valley, CA Office

Hawley Advisors provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. As of December 31, 2025 the firm reported managing about $74.2 million in client assets across roughly 59 household relationships and operates with two advisory professionals; it primarily serves individual and high-net-worth clients and bills advisory fees as a percentage of assets under management.

The firm’s investment approach emphasizes strategic asset allocation grounded in Modern Portfolio Theory, implemented mainly with no-load or load-waived mutual funds and exchange-traded funds in a core-and-satellite framework, with periodic rebalancing and tactical adjustments as market conditions warrant. Hawley Advisors accepts discretionary trading authority, may hold defensive cash or short-term instruments in volatile markets, and provides quarterly written updates and performance reports to clients.

The brochure discloses a notable ancillary activity: a principal and advisory affiliates are licensed insurance agents who may receive insurance commissions for products sold outside the advisory fee arrangement, and the firm states advisory affiliates devote roughly 99% of their time to advisory services and about 1% to insurance—an arrangement the firm treats as a disclosed potential conflict of interest. The firm also uses third-party research (including MKG Capital and occasional referrals to that firm), does not vote client proxies (clients retain proxy voting), and documents these operational details alongside its small-advisor, mid-sized-AUM profile.