Kaitlin Hewell
Hewell Financial Group · Atascadero, California
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.
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Specialties
Facts
| Firm | Hewell Financial Group |
|---|---|
| Based in | Atascadero, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $334.4M across 743 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4863224 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.hewellfinancial.com |
How Kaitlin's firm compares
- Hewell Financial Group's average account is about $450,000, from its Form ADV (assets managed divided by 743 accounts).
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Questions about Kaitlin
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.
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
- Hewell Financial Group 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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