Hobert Witt
Witt Financial Group · Crossville, Tennessee
Hobert Witt is a fee-only financial advisor at Witt Financial Group in Crossville, Tennessee. Witt Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Witt Financial Group |
|---|---|
| Based in | Crossville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $160.5M across 684 accounts |
| SEC registration | Investment adviser representative in FL, TN · CRD 4533105 |
| Exams passed | Series 63 (2002) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.wittfinancialgroup.com |
| Profile |
How Hobert's firm compares
- Witt Financial Group's average account is about $235,000, from its Form ADV (assets managed divided by 684 accounts).
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Questions about Hobert
Is Hobert Witt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hobert holds no broker registration, and Witt Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Hobert charge for financial advice?
Hobert's firm, Witt Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Hobert Witt based?
Hobert Witt is based in Crossville, Tennessee.
Is Hobert Witt registered with the SEC?
Yes. Hobert Witt is registered as an investment adviser representative in FL and TN (CRD 4533105), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Witt Financial Group manage?
Witt Financial Group reports $160.5M across 684 accounts in assets under management.
How do I contact Hobert Witt?
Through Hobert's website, www.wittfinancialgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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