# Samuel Hawtree

> Samuel Hawtree is a fee-only financial advisor at Hawtree Advisory Group in Tucson, Arizona, who holds the CFP credential. Hawtree Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Hawtree Advisory Group
- **Based in:** Tucson, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $33.6M across 136 accounts
- **Credentials:** CFP
- **CRD:** 1083920 (https://adviserinfo.sec.gov/individual/summary/1083920)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 63 (1983)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.hawtreegroup.com

## Frequently asked questions

### Is Samuel Hawtree a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Hawtree Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Samuel charge for financial advice?

Samuel's firm, Hawtree Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Samuel Hawtree based?

Samuel Hawtree is based in Tucson, Arizona.

### What credentials does Samuel Hawtree hold?

Samuel Hawtree holds the CFP credential.

### Is Samuel Hawtree registered with the SEC?

Yes. Samuel Hawtree is registered as an investment adviser representative in AZ (CRD 1083920), 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 Hawtree Advisory Group manage?

Hawtree Advisory Group reports $33.6M across 136 accounts in assets under management.

### How do I contact Samuel Hawtree?

Through Samuel's website, www.hawtreegroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1083920): 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.