A complete list of active advisors currently associated with Hawthorne Wellman Financial Planning, LLC

Warmer can help you find a great advisor at Hawthorne Wellman Financial Planning, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Hawthorne Wellman Financial Planning, 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.