Hawthorne Wellman Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$74,877
Clients
4
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
LowAverage account size
$18,719
About
The firm serves individuals, couples, and families and also identifies high‑net‑worth individuals among its client types. It provides comprehensive and limited‑scope financial planning, ongoing planning engagements, hourly advice‑only guidance, and can manage client portfolios on a discretionary basis.
HWFP’s work is planning‑centered: financial plans inform asset allocation and portfolio construction, and the firm combines Modern Portfolio Theory, fundamental analysis, and a mix of passive and active strategies in its recommendations. Many clients implement recommendations themselves through advice‑only engagements, while others opt for AUM‑based discretionary management with the ability to impose reasonable investment restrictions.
The practice is a very small, solo, fee‑only advisory firm with a limited client base and modest assets under management, so a high proportion of its activity is personalized planning rather than large-scale portfolio management. The firm’s principal also operates an educational podcast geared to Generation X approaching retirement, and the brochure notes recent updates to the firm’s service offerings, fee disclosures, and investment methods.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
Demographic focus
Gen X (Born 1965-1980)
Fee options
Fixed fees for Comprehensive Financial Plans ($3,000 to $12,000) and Limited Scope Financial Plans ($750 to $4,500) based on $250/hour
$300,000 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.90% annually $1,000,001+: 0.80% annually
$250 per hour for Ongoing Financial Planning and Hourly Advisory Services
Account minimum: $300,000 Fee-only: Comprehensive Financial Plans: $3,000 to $12,000 fixed fee based on $250/hour; Limited Scope Financial Plans: $750 to $4,500 fixed fee based on $250/hour; Ongoing Financial Planning and Hourly Advisory Services: $250 per hour
Main office location
Hawthorne Wellman Financial Planning, LLC
Tyngsboro MA, United States
Number of offices
1
Most active in
Hawthorne Wellman Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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