Elena Hawk
Hawk Advisory · San Francisco, California
Elena Hawk is a fee-only financial advisor at Hawk Advisory in San Francisco, California. Elena charges a flat fee or retainer, a percentage of assets, an ongoing planning fee and a one-time planning fee and focuses on equity compensation, tax planning and retirement planning.
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Specialties
Who they serve
- Tech employees
- Executives
- High earners
Facts
| Firm | Hawk Advisory |
|---|---|
| Based in | San Francisco, California |
| Fee model | Flat fee or retainer · Percentage of assets · Ongoing planning fee · One-time planning fee |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in CA · CRD 7067058 |
| Exams passed | Series 63 (2019) · Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.hawkadvisory.co |
| Profile |
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Questions about Elena
Is Elena Hawk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elena holds no broker registration, and Hawk Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Elena charge for financial advice?
Elena charges a flat fee or retainer, a percentage of assets, an ongoing planning fee and a one-time planning fee.
Where is Elena Hawk based?
Elena Hawk is based in San Francisco, California.
What does Elena specialize in?
Elena's specialties include equity compensation, tax planning and retirement planning. Elena works with tech employees, executives and high earners.
Is Elena Hawk registered with the SEC?
Yes. Elena Hawk is registered as an investment adviser representative in CA (CRD 7067058), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Elena Hawk?
Through Elena's website, www.hawkadvisory.co.
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
- Hawk Advisory website : specialties, clients served, and fees, checked October 30, 2026
- 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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