Alan Hewitt
Hewitt Wealth Management Inc. · Newbury Park, California
Alan Hewitt is a fee-only financial advisor at Hewitt Wealth Management Inc. in Newbury Park, California, who holds the CFP, ChFC and EA credentials. Hewitt Wealth Management Inc. reports charging fixed fees on its Form ADV.
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Facts
| Firm | Hewitt Wealth Management Inc. |
|---|---|
| Based in | Newbury Park, California |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $21.1M across 55 accounts |
| Credentials | CFP · ChFC · EA |
| SEC registration | Investment adviser representative in CA · CRD 6248278 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Alan's firm compares
- Hewitt Wealth Management Inc.'s average account is about $383,000, from its Form ADV (assets managed divided by 55 accounts).
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Questions about Alan
Is Alan Hewitt a fee-only financial advisor?
Yes. Alan Hewitt is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Alan's firm.
How does Alan charge for financial advice?
Alan's firm, Hewitt Wealth Management Inc., reports charging fixed fees on its SEC Form ADV.
Where is Alan Hewitt based?
Alan Hewitt is based in Newbury Park, California.
What credentials does Alan Hewitt hold?
Alan Hewitt holds the CFP, ChFC and EA credentials.
Is Alan Hewitt registered with the SEC?
Yes. Alan Hewitt is registered as an investment adviser representative in CA (CRD 6248278), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Hewitt Wealth Management Inc. manage?
Hewitt Wealth Management Inc. reports $21.1M across 55 accounts in assets under management.
How do I contact Alan Hewitt?
Contact details aren't on file yet. Search for Hewitt Wealth Management Inc..
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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