Jen Nowitzke
HFM Wealth Management · West Hartford, Connecticut
Jen Nowitzke is a fee-only financial advisor at HFM Wealth Management in West Hartford, Connecticut. Jen focuses on family wealth transfer and small business owners. HFM Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | HFM Wealth Management |
|---|---|
| Based in | West Hartford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $699.6M across 185 accounts |
| SEC registration | Investment adviser representative in CT · CRD 5584977 |
| Exams passed | Series 63 (2008) · Series 65 (2025) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.hfmonline.com |
| Profile |
How Jen's firm compares
- HFM Wealth Management's average account is about $3.8 million, from its Form ADV (assets managed divided by 185 accounts).
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Questions about Jen
Is Jen Nowitzke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jen holds no broker registration, and HFM Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jen charge for financial advice?
Jen's firm, HFM Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jen Nowitzke based?
Jen Nowitzke is based in West Hartford, Connecticut.
What does Jen specialize in?
Jen's specialties include family wealth transfer and small business owners. Jen works with multi-generational families.
Is Jen Nowitzke registered with the SEC?
Yes. Jen Nowitzke is registered as an investment adviser representative in CT (CRD 5584977), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HFM Wealth Management manage?
HFM Wealth Management reports $699.6M across 185 accounts in assets under management.
How do I contact Jen Nowitzke?
Through Jen's website, www.hfmonline.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
- HFM Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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