Hewitt Wealth Management Inc.
Newbury Park, California
Hewitt Wealth Management Inc. 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 18 individual clients, 13 of them high net worth.
- Its average account is about $383,000 (assets it manages divided by its 55 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Newbury Park, California |
|---|---|
| [email protected] | |
| Phone | (661) 816-8303 |
Questions about Hewitt Wealth Management Inc.
How is Hewitt Wealth Management Inc. paid?
Hewitt Wealth Management Inc.'s Form ADV says it is paid by: fixed fees.
How many advisors does Hewitt Wealth Management Inc. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Hewitt Wealth Management Inc..
What is the average account at Hewitt Wealth Management Inc.?
Hewitt Wealth Management Inc.'s average account is about $383,000. That's the assets on its Form ADV divided by its 55 accounts.
Hewitt Wealth Management Inc. fees
Hewitt Wealth Management Inc. 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 | Fixed fees |
|---|---|
| Assets managed | $21 million |
| Individual clients | 5 |
| High-net-worth clients | 13 |
| Accounts managed | 55 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 16, 2026 |
| SEC record | CRD 330001 |
Advisors at this firm (1)
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