# Kaitlin Hewell

> Kaitlin Hewell is a fee-only financial advisor at Hewell Financial Group in Atascadero, California, who holds the CFP credential. Kaitlin focuses on retirement planning, estate & legacy planning and tax planning. Hewell Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kaitlin-hewell/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Hewell Financial Group
- **Based in:** Atascadero, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $334.4M across 743 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 4863224 (https://adviserinfo.sec.gov/individual/summary/4863224)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.hewellfinancial.com

## Frequently asked questions

### Is Kaitlin Hewell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kaitlin holds no broker registration, and Hewell Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kaitlin charge for financial advice?

Kaitlin's firm, Hewell Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kaitlin Hewell based?

Kaitlin Hewell is based in Atascadero, California.

### What does Kaitlin specialize in?

Kaitlin's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Kaitlin Hewell hold?

Kaitlin Hewell holds the CFP credential.

### Is Kaitlin Hewell registered with the SEC?

Yes. Kaitlin Hewell is registered as an investment adviser representative in CA and TX (CRD 4863224), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Hewell Financial Group manage?

Hewell Financial Group reports $334.4M across 743 accounts in assets under management.

### How do I contact Kaitlin Hewell?

Through Kaitlin's website, www.hewellfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4863224): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.hewellfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.