Firm
Hawk Capital Management
Millbury, Massachusetts
Fee-only
Hawk Capital Management at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 40 individual clients, 16 of them high net worth.
- Its average account is about $376,000 (assets it manages divided by its 56 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Millbury, Massachusetts |
|---|---|
| Website | hawkcapitalmgmt.com |
| Phone | (610) 283-0904 |
Hawk Capital Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 2% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"net of management fees (2% annualized, payable in advance quarterly)" source
"net of management fees (2% annualized, payable in advance quarterly)" source
"Some clients engage us for a specific project." source
"Others prefer an ongoing planning relationship that provides continuing advice as life and markets evolve." source
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 · Fixed fees |
|---|---|
| Assets managed | $21 million |
| Individual clients | 24 |
| High-net-worth clients | 16 |
| Accounts managed | 56 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 172700 |