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.
Name |
Location |
Years of experience |
|---|---|---|
Tyngsboro, MA
| 4
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)