A complete list of active advisors currently associated with Stu Hawver, CFA, MBA, LLC

Warmer can help you find a great advisor at Stu Hawver, CFA, MBA, LLC or one who fits your needs even better.

The firm provides discretionary investment management and integrated financial planning to individual clients and trusts, using mutual funds and exchange‑traded funds as the primary investment vehicles. The firm does not advise on individual stocks, bonds, or options, and financial planning is offered as part of its portfolio management service. Investment decisions are guided by Modern Portfolio Theory: the firm offers a set of model risk/return portfolios, uses Monte Carlo simulations to assess cash‑flow objectives and identify the lowest‑risk portfolio expected to meet client goals, and documents the chosen allocation in an Investment Policy Statement with periodic rebalancing. The firm emphasizes low‑cost, tax‑efficient index funds and ETFs (including fundamental-weighted indexes where available) and manages accounts on a discretionary basis. Uncommonly for its peer group, the firm offers performance‑based fee arrangements to qualifying clients while also managing asset‑based accounts, and it discloses policies intended to mitigate side‑by‑side conflicts (for example, limits on the profit subject to performance fees, use of Investment Policy Statements, and rebalancing discipline). The firm’s principal holds the CFA designation and adheres to the CFA Institute and Asset Manager codes of conduct, and the brochure highlights explicit conflict disclosures and formal documentation as part of its governance.

To learn more about the advisors currently working at Stu Hawver, CFA, MBA, 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
Stuart Hawver	Wolfeboro, NH	22

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.

Find your advisor

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support