Brian Hawley
Freedom Investment Management · Shrewsbury, Massachusetts
Brian Hawley is a fee-only financial advisor at Freedom Investment Management in Shrewsbury, Massachusetts, who holds the CFA credential. Freedom Investment Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Freedom Investment Management |
|---|---|
| Based in | Shrewsbury, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $568.7M across 925 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 3105682 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | freedomadvisors.com |
How Brian's firm compares
- Freedom Investment Management's average account is about $615,000, from its Form ADV (assets managed divided by 925 accounts).
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Questions about Brian
Is Brian Hawley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Freedom Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Freedom Investment Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Brian Hawley based?
Brian Hawley is based in Shrewsbury, Massachusetts.
What credentials does Brian Hawley hold?
Brian Hawley holds the CFA credential.
Is Brian Hawley registered with the SEC?
Yes. Brian Hawley is registered as an investment adviser representative in MA (CRD 3105682), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Freedom Investment Management manage?
Freedom Investment Management reports $568.7M across 925 accounts in assets under management.
How do I contact Brian Hawley?
Through Brian's website, freedomadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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