Hawley Advisors (CRD# 139335) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $34,887,554 in 138 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts138ACCOUNTS
Average Account Value$252,808
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Daniel Hawley (CRD# 1071497) is an Investment Advisor Representative working at Hawley Advisors in Walnut Creek, CA and has over 31 years of experience in the finance industry. Daniel Hawley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Elgonde Scheffy (CRD# 1009038) is an Investment Advisor Representative working at Hawley Advisors in Glendale, CA and has over 21 years of experience in the finance industry.