Firm
Hewell Financial Group
Atascadero, California
Fee-only
Hewell Financial Group at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 217 individual clients, 117 of them high net worth.
- Its average account is about $450,000 (assets it manages divided by its 743 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Atascadero, California |
|---|---|
| Website | hewellfinancial.com |
| Phone | (530) 400-4851 |
Hewell Financial Group fees
Hewell Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $334 million |
| Individual clients | 100 |
| High-net-worth clients | 117 |
| Accounts managed | 743 |
| Employees | 1 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-131558) |
| Financial planning | Offered |
| Form ADV filed | May 27, 2026 |
| SEC record | CRD 333535 |