Hawley Advisors

Hawley Advisors (CRD# 139335) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $31,171,744 in 102 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $305,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Hawley Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Daniel V. Hawley
CRD#: 1071497
1600 South Main St., Ste 190, Walnut Creek, CA 94596
96
Wealthminder
score

Daniel Hawley (CRD# 1071497) is an Investment Advisor Representative working at Hawley Advisors in Walnut Creek, CA and has over 30 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.

2
Elgonde M. Scheffy
CRD#: 1009038
Glendale, CA
93
Wealthminder
score

Elgonde Scheffy (CRD# 1009038) is an Investment Advisor Representative working at Hawley Advisors in Glendale, CA and has over 20 years of experience in the finance industry.

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