# Kevin Theissen

> Kevin Theissen is a fee-only financial advisor at HWC Financial in Manchester Center, Vermont. Kevin focuses on retirement planning, tax planning and estate & legacy planning. HWC Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** HWC Financial
- **Based in:** Manchester Center, Vermont
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $60.4M across 310 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 3228847 (https://adviserinfo.sec.gov/individual/summary/3228847)
- **SEC registration:** Investment adviser representative in VT
- **Exams passed:** Series 63 (2009), Series 66 (2010)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.hwcfinancial.com

## Frequently asked questions

### Is Kevin Theissen a fee-only financial advisor?

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

### How does Kevin charge for financial advice?

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

### Where is Kevin Theissen based?

Kevin Theissen is based in Manchester Center, Vermont.

### What does Kevin specialize in?

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

### Is Kevin Theissen registered with the SEC?

Yes. Kevin Theissen is registered as an investment adviser representative in VT (CRD 3228847), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does HWC Financial manage?

HWC Financial reports $60.4M across 310 accounts in assets under management.

### How do I contact Kevin Theissen?

Through Kevin's website, www.hwcfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3228847): 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://hwcfinancial.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.