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Advisor

Stuart Hawver

STU Hawver, CFA, MBA · Wolfeboro, New Hampshire

Stuart Hawver is a fee-only financial advisor at STU Hawver, CFA, MBA in Wolfeboro, New Hampshire, who holds the CFA credential. STU Hawver, CFA, MBA reports charging a percentage of assets and performance-based fees on its Form ADV.

Percentage of assetsPerformance-based fees Fee-only CFA

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Facts

FirmSTU Hawver, CFA, MBA
Based in Wolfeboro, New Hampshire
Fee model (firm's Form ADV)Percentage of assets · Performance-based fees
Assets under management$25.7M across 20 accounts
CredentialsCFA
SEC registration Investment adviser representative in NC, NH · CRD 4767956
Firm size1 employee
Disclosures None reported

How Stuart's firm compares

  • STU Hawver, CFA, MBA's average account is about $1.3 million, from its Form ADV (assets managed divided by 20 accounts).

What fee-only advisors charge in New Hampshire

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Questions about Stuart

Is Stuart Hawver a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stuart holds no broker registration, and STU Hawver, CFA, MBA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Stuart charge for financial advice?

Stuart's firm, STU Hawver, CFA, MBA, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.

Where is Stuart Hawver based?

Stuart Hawver is based in Wolfeboro, New Hampshire.

What credentials does Stuart Hawver hold?

Stuart Hawver holds the CFA credential.

Is Stuart Hawver registered with the SEC?

Yes. Stuart Hawver is registered as an investment adviser representative in NC and NH (CRD 4767956), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does STU Hawver, CFA, MBA manage?

STU Hawver, CFA, MBA reports $25.7M across 20 accounts in assets under management.

How do I contact Stuart Hawver?

Contact details aren't on file yet. Search for STU Hawver, CFA, MBA.

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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