# Peter Morton

> Peter Morton is a fee-only financial advisor at Hawkins Investment Counsel in Pleasant Hill, California, who holds the CFP credential. Hawkins Investment Counsel reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/peter-morton/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Hawkins Investment Counsel
- **Based in:** Pleasant Hill, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $167.8M across 98 accounts
- **Credentials:** CFP
- **CRD:** 6998741 (https://adviserinfo.sec.gov/individual/summary/6998741)
- **SEC registration:** Investment adviser representative in CA, WA
- **Exams passed:** Series 66 (2020)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.hawkinscounsel.com

## Frequently asked questions

### Is Peter Morton a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Hawkins Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Peter charge for financial advice?

Peter's firm, Hawkins Investment Counsel, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Peter Morton based?

Peter Morton is based in Pleasant Hill, California.

### What credentials does Peter Morton hold?

Peter Morton holds the CFP credential.

### Is Peter Morton registered with the SEC?

Yes. Peter Morton is registered as an investment adviser representative in CA and WA (CRD 6998741), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Hawkins Investment Counsel manage?

Hawkins Investment Counsel reports $167.8M across 98 accounts in assets under management.

### How do I contact Peter Morton?

Through Peter's website, www.hawkinscounsel.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6998741): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.