# Hawley Personal Finance

> Hawley Personal Finance is a state-registered investment advisory firm in Monterey, CA, registered since 2012, with no regulatory assets under management reported in its Form ADV filing dated April 8, 2026.

- CRD: 164010
- Filed as: HAWLEY PERSONAL FINANCE
- Legal name: Hawley Personal Finance Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Monterey, CA
- Filing period: October 2026
- Form ADV filing dated: April 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164010
- AdvisorCensus page: https://advisorcensus.com/firm/hawley-personal-finance-monterey-ca-164010

## Quick answers

**How is Hawley Personal Finance compensated?**
On its Form ADV (Item 5.E, October 2026), Hawley Personal Finance reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Hawley Personal Finance located?**
Hawley Personal Finance's principal office is in Monterey, CA, according to its Form ADV.

**Is Hawley Personal Finance registered with the SEC or a state?**
Hawley Personal Finance is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 164010.

**Does Hawley Personal Finance report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/164010

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [clarity.fm/catherinehawley](https://clarity.fm/catherinehawley)
- [hawleypersonalfinance.com](https://hawleypersonalfinance.com)
- Facebook @catherinehawleyfinancialplanning
- LinkedIn @catherine-hawley-cfp®-a8011016
- X @fpadvice

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hawley Personal Finance (CRD 164010): Form ADV filing data as of October 2026.
