Hewell Financial Group, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 333535
- Registered since
- December 4, 2024
- Website
- www.hewellfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., ASSETMARK TRUST CO., RPC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.23%
- Individuals14.14%
- Pension & Profit Sharing Plans0.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Hewell Financial Group, Inc. is an independent Registered Investment Adviser that began SEC registration in 2024 and is structured as a corporation owned by an individual. The firm serves both individual & family clients and institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing mix includes percentage-of-AUM fees, hourly charges, and fixed fees. The firm does not present itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- US Government Bonds5%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1
Kaitlin Hewell
Chief Financial OfficerCRD 4863224
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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