Greg Bitter
Hawke Financial Group · St Anthony, Idaho
Greg Bitter is a fee-only financial advisor at Hawke Financial Group in St Anthony, Idaho. Hawke Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Greg →
Facts
| Firm | Hawke Financial Group |
|---|---|
| Based in | St Anthony, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $269.6M across 1,938 accounts |
| SEC registration | Investment adviser representative in ID · CRD 4216010 |
| Exams passed | Series 63 (2000) · Series 65 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.idahofinancialplanner.com |
How Greg's firm compares
- Hawke Financial Group's average account is about $139,000, from its Form ADV (assets managed divided by 1,938 accounts).
Request an introduction to Greg
Tell Greg a little about what you're looking for. Greg isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Greg
Is Greg Bitter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Greg holds no broker registration, and Hawke Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Greg charge for financial advice?
Greg's firm, Hawke Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Greg Bitter based?
Greg Bitter is based in St Anthony, Idaho.
Is Greg Bitter registered with the SEC?
Yes. Greg Bitter is registered as an investment adviser representative in ID (CRD 4216010), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hawke Financial Group manage?
Hawke Financial Group reports $269.6M across 1,938 accounts in assets under management.
How do I contact Greg Bitter?
Through Greg's website, www.idahofinancialplanner.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.
See something wrong? Request a correction. Read our methodology.