Hawthorne Wellman Financial Planning, LLC

Overview

Hawthorne Wellman Financial Planning, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm provides traditional advisory services including financial planning, discretionary portfolio management, and selection of other advisers. It bills clients through a mix of percentage-of-AUM fees, hourly charges, and fixed fees, which allows flexibility for relationship types and scope of work. The firm is identified as a capital allocator, but its asset base is limited, so allocation activity appears concentrated in pooled public products rather than direct private placements or large third‑party alternative programs. It is not an active ESG investor and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices