Jason Hawke
Hawke Financial Group · Meridian, Idaho
Jason Hawke is a fee-only financial advisor at Hawke Financial Group in Meridian, Idaho. Hawke Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Hawke Financial Group |
|---|---|
| Based in | Meridian, 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, TX · CRD 4177415 |
| Exams passed | Series 63 (2000) · Series 65 (2011) · Series 66 (2004) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.idahofinancialplanner.com |
| Profile |
How Jason's firm compares
- Hawke Financial Group's average account is about $139,000, from its Form ADV (assets managed divided by 1,938 accounts).
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Questions about Jason
Is Jason Hawke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason 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 Jason charge for financial advice?
Jason's firm, Hawke Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Hawke based?
Jason Hawke is based in Meridian, Idaho.
Is Jason Hawke registered with the SEC?
Yes. Jason Hawke is registered as an investment adviser representative in ID and TX (CRD 4177415), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 Jason Hawke?
Through Jason'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.
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