Thomas Morton
Hawkins Investment Counsel · Puyallup, Washington
Thomas Morton is a fee-only financial advisor at Hawkins Investment Counsel in Puyallup, Washington, who holds the CFA 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 | Puyallup, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $167.8M across 98 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AK, TX, WA · CRD 1738219 |
| Exams passed | Series 63 (1989) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.hawkinscounsel.com |
How Thomas'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 Thomas
Is Thomas Morton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas 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 Thomas charge for financial advice?
Thomas's firm, Hawkins Investment Counsel, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Thomas Morton based?
Thomas Morton is based in Puyallup, Washington.
What credentials does Thomas Morton hold?
Thomas Morton holds the CFA credential.
Is Thomas Morton registered with the SEC?
Yes. Thomas Morton is registered as an investment adviser representative in AK, TX and WA (CRD 1738219), 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 Thomas Morton?
Through Thomas'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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