Samuel Hawtree
Hawtree Advisory Group · Tucson, Arizona
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.
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Facts
| Firm | Hawtree Advisory Group |
|---|---|
| Based in | Tucson, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $33.6M across 136 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ · CRD 1083920 |
| Exams passed | Series 63 (1983) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.hawtreegroup.com |
How Samuel's firm compares
- Hawtree Advisory Group's average account is about $247,000, from its Form ADV (assets managed divided by 136 accounts).
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Questions about Samuel
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.
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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