Hawley Personal Finance
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hawley Personal Finance provides financial planning and investment consultation to individuals, families, and small business clients through multi‑meeting financial plans, one‑time question-and-answer sessions, and optional subscription services. The firm does not provide ongoing portfolio management or custody of client assets, and clients are expected to implement recommendations through their chosen custodians.
The firm’s investment analysis uses fundamental research and an asset‑allocation framework informed by Modern Portfolio Theory, generally favoring diversified, long‑term buy‑and‑hold portfolios with periodic rebalancing and attention to tax efficiency. Planning engagements are collaborative and deliver concrete implementation materials — written action items, timelines, meeting recordings, and access to financial planning software — while the adviser provides guidance rather than executing trades.
Compared with many independent advisers, Hawley Personal Finance is notable for not offering ongoing portfolio management and for billing planning services through fixed, hourly, or project fees rather than a percentage‑of‑assets model. It is affiliated with fee‑only professional networks that support standalone planning practices and expressly disclaims trading, proxy voting, and custody responsibilities, which separates its model from firms that combine discretionary management with planning.
Client services
Expertise
Fee options
Financial Plans ranging from $9,500 to $16,500 or more depending on complexity; Introductory Meeting fee of $300; Question & Answer Sessions at $1,050.
$500 per hour (billed in 5-minute increments); $220 to $500 per hour for administrative/paraplanning staff.
Subscription services billed as hourly or fixed fees/payment plan, may include semi-annual meetings for ongoing support.
Fee-only: Hourly fees at $500 per hour billed in 5-minute increments; Administrative/paraplanning staff billed $220-$500 per hour; Fixed fees ranging from $9,500 to $16,500+ for financial plans; Introductory meeting fee $300 (credited if proceeding with plan); Question & Answer Sessions $1,050; Subscription services billed hourly or fixed fees/payment plan.
Main office
288 Pearl St
Monterey CA 93940
Advisors at this office
1
Most active in
California
Also doing business as
Catherine Boyd Hawley Mendelsohn · Catherine Hawley, Cfp® · Hawley Personal Finance · Hawley Personal Finance Inc. · Hawley, Catherine · Hawley, Catherine Boyd
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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