Kevin Theissen
HWC Financial · Manchester Center, Vermont
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.
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Specialties
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 |
| Assets under management | $60.4M across 310 accounts |
| SEC registration | Investment adviser representative in VT · CRD 3228847 |
| Exams passed | Series 63 (2009) · Series 66 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.hwcfinancial.com |
| Profile |
How Kevin's firm compares
- HWC Financial's average account is about $195,000, from its Form ADV (assets managed divided by 310 accounts).
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Questions about Kevin
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.
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
- HWC Financial 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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