Hawthorne Wellman Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individuals, couples, and families and also identifies high‑net‑worth individuals among its client types. It provides comprehensive and limited‑scope financial planning, ongoing planning engagements, hourly advice‑only guidance, and can manage client portfolios on a discretionary basis.
HWFP’s work is planning‑centered: financial plans inform asset allocation and portfolio construction, and the firm combines Modern Portfolio Theory, fundamental analysis, and a mix of passive and active strategies in its recommendations. Many clients implement recommendations themselves through advice‑only engagements, while others opt for AUM‑based discretionary management with the ability to impose reasonable investment restrictions.
The practice is a very small, solo, fee‑only advisory firm with a limited client base and modest assets under management, so a high proportion of its activity is personalized planning rather than large-scale portfolio management. The firm’s principal also operates an educational podcast geared to Generation X approaching retirement, and the brochure notes recent updates to the firm’s service offerings, fee disclosures, and investment methods.
Client services
Expertise
Demographic focus
Fee options
Fixed fees for Comprehensive Financial Plans ($3,000 to $12,000) and Limited Scope Financial Plans ($750 to $4,500) based on $250/hour
$300,000 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.90% annually $1,000,001+: 0.80% annually
$250 per hour for Ongoing Financial Planning and Hourly Advisory Services
Account minimum: $300,000 Fee-only: Comprehensive Financial Plans: $3,000 to $12,000 fixed fee based on $250/hour; Limited Scope Financial Plans: $750 to $4,500 fixed fee based on $250/hour; Ongoing Financial Planning and Hourly Advisory Services: $250 per hour
Main office
Tyngsboro MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Hawthorne Wellman Financial Partners · Hawthorne Wellman Financial Planning, LLC
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
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