Peter Morton
Hawkins Investment Counsel · Pleasant Hill, California
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.
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Facts
| Firm | Hawkins Investment Counsel |
|---|---|
| Based in | Pleasant Hill, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $167.8M across 98 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, WA · CRD 6998741 |
| Exams passed | Series 66 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.hawkinscounsel.com |
How Peter's firm compares
- Hawkins Investment Counsel's average account is about $1.7 million, from its Form ADV (assets managed divided by 98 accounts).
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Questions about Peter
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.
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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