Overview
Assets Under Management: $286 million
High-Net-Worth Clients: 61
Average Client Assets: $4 million
Frequently Asked Questions
HEWELL FINANCIAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #333535), HEWELL FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
HEWELL FINANCIAL GROUP, INC. serves 61 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, HEWELL FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
HEWELL FINANCIAL GROUP, INC. manages $286 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, HEWELL FINANCIAL GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.06
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 720
Discretionary Accounts: 720
Regulatory Filings
CRD Number: 333535
Last Filing Date: 2025-02-05 00:00:00
Website: https://hewellfinancial.com