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How does the advisor help clients – Key Takeaways:

HAWKTAIL MANAGEMENT, LLC is a financial management firm that provides expert advice and guidance to help clients meet their financial goals and objectives. With a team of experienced and knowledgeable advisors, they offer a wide range of services to help clients navigate through the complexities of the financial world.

The firm takes pride in their personalized approach to financial management, tailoring their services to fit the specific needs and goals of each client. They work closely with their clients to understand their financial situation, risk tolerance, and future goals in order to develop a customized plan that is suited for their unique needs.

Some key takeaways of how HAWKTAIL MANAGEMENT, LLC helps clients include:

  • Expert financial advice and guidance
  • Personalized approach to financial management
  • Customized plans to fit unique client needs
  • Regularly monitoring and adjusting plans to meet changing market conditions

Facts and Insights

Founded in 2005, HAWKTAIL MANAGEMENT, LLC has been providing exceptional financial services to clients for over 15 years. With a team of 10 advisors, they manage over $200 million in assets under management.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management (AUM) Number of Advisors Time in Business
$200 million 10 15 years

Financial Services Offered

HAWKTAIL MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals. Some of the services they provide include:

  • Wealth Management
  • Investment Management
  • Retirement Planning
  • Tax Planning
  • Estate Planning

Client Types

The firm serves a diverse range of clients, including:

  • High-net-worth individuals
  • Families
  • Small business owners
  • Professionals
  • Retirees

Fees & Compensation

HAWKTAIL MANAGEMENT, LLC is a fee-only firm, which means they are compensated solely through fees paid by their clients. This ensures that the advice they provide is completely unbiased and in the best interest of their clients. The firm charges a percentage of assets under management as their fee, with rates varying depending on the level of services provided.


The team at HAWKTAIL MANAGEMENT, LLC is made up of experienced and qualified professionals, including certified financial planners (CFPs) and chartered financial analysts (CFAs). They have a strong track record of helping clients achieve their financial goals and have received recognition for their work, including being listed on the Forbes Best-in-State Wealth Advisors list in 2020 and 2021.

Financial Advisor Disclosures to Know

As with any financial advisor, it is important for clients to be aware of any past or present disclosures outlined by the advisor. HAWKTAIL MANAGEMENT, LLC maintains a clean record with no disciplinary actions or disclosures to report.

Company Information

Main Office

Mail Office

Other Information

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