Firm
Hawk Advisory
San Francisco, California
Fee-only
Facts
| Based in | San Francisco, California |
|---|---|
| Website | hawkadvisory.co |
| Phone | (801) 916-6731 |
Hawk Advisory fees
Hawk Advisory doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, percentage of assets, ongoing planning fee, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Individual clients | 7 |
| Financial planning | Offered |
| Form ADV filed | January 29, 2026 |
| SEC record | CRD 332571 |