Hammond Iles Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$471,661,120
Clients
971
Advisors
5
across 2 offices
About
Hammond Iles Wealth Advisors provides personalized, discretionary investment management and financial planning to individuals (including high‑net‑worth clients), corporations and other entities, managing roughly $475 million in client assets. The firm’s written services include a Diversified Portfolio Management (DPM) program, standalone financial planning and consulting, and educational seminars and speaking engagements.
The brochure describes a long‑term, asset‑allocation driven investment approach grounded in Modern Portfolio Theory, the Five‑Factor Model and the Efficient Market Hypothesis, typically implemented with ETFs and mutual funds and periodic rebalancing. HIWA also incorporates tax‑aware tools and strategies — including 55IP model portfolios and recurring tax‑loss harvesting (“Tax‑Smart Transitioning,” “Ongoing Tax Management,” and “Tax‑Smart Withdrawals”) — and may use Defined Outcome ETFs that employ options strategies to provide defined downside protection and capped upside.
Distinctive disclosures in the brochure note that the firm operates under the legal name Kelly Financial Group, LLC and also functions as an insurance agency, and that advisory representatives are dually registered as registered representatives of Purshe Kaplan Sterling Investments, creating potential commission conflicts. The firm further highlights educational workshops as part of its outreach and, in its marketing disclosures, indicates the use of testimonials, endorsements and third‑party ratings, as well as the occasional use of derivative‑based strategies in managed accounts.
Client services
Expertise
Fee options
Financial planning fees may be charged on a flat fee basis up to $15,000; seminars/speaking engagements fees up to $150 per person.
$0 - $1,000,000: 0.99% $1,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50%
Advisory Representatives may receive commissions from securities transactions through Purshe Kaplan Sterling Investments (PKS), including trailing commissions (12b-1 fees) from mutual funds.
Up to $300 per hour for financial planning services.
Main office
See office100 Great Meadow Road, Suite 701
Wethersfield CT 06109
Advisors at this office
4
Offices (2)
Most active in
Arizona · California · Connecticut · Florida · Maine · Maryland · Massachusetts · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Vermont · Virginia
Also doing business as
Hammond Iles · Hammond Iles Investment Management · Hammond Iles Wealth Advisors · Kelly Financial Group · Kelly Financial Group, LLC · Vermont Wealth & Retirement
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Robert H
CFP®, Series 63, Series 65
Wethersfield, CT
Hammond Iles Wealth Advisors
Robert Hammond is a CFP® professional with 27 years of industry experience. He is affiliated with Hammond Iles Wealth Advisors, where he has been active since 2000. His prior work includes roles at Purshe Kaplan Sterling Investments and Ceros Financial Services. Outside of his advisory duties, Hammond serves on advisory boards and nonprofit organizations, including The Connecticut Forum and Connecticut Community Care, and he is the Board President of Westminster Presbyterian Church. Hammond Iles Wealth Advisors provides discretionary investment management and financial planning services to individuals, corporations, and other entities, managing approximately $475 million in client assets. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory and incorporates tax-aware strategies and defined outcome ETFs to offer downside protection.
Scott I
Series 63, Series 65
Wethersfield, CT
Hammond Iles Wealth Advisors
Scott Iles is a financial advisor with Hammond Iles Wealth Advisors in Wethersfield, CT, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Ceros Financial Services, and Kelly Financial Group. Outside of his advisory work, he is a founding member of Financial Freedom Centers, LLC, a partnership involved in leasing commercial real estate. Hammond Iles Wealth Advisors manages approximately $475 million in client assets, providing personalized investment management and financial planning services to individuals, corporations, and other entities. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, tax-aware strategies, and may use defined outcome ETFs to offer downside protection.
Mary M
CFP®, Series 63
Wethersfield, CT
Hammond Iles Wealth Advisors
Mary Mc Kone is a CFP® and holds a Series 63 license, currently affiliated with Hammond Iles Wealth Advisors. She has worked at Kelly Financial Group, LLC dba Hammond Iles Wealth Advisors since 2017 and is also associated with Purshe Kaplan Sterling Investments. Outside of advisory roles, she has experience working with The Connecticut Section PGA and previously operated a restaurant business, 2 Hopewell Bistro & Bar. Hammond Iles Wealth Advisors manages approximately $475 million in client assets, providing discretionary investment management and financial planning to individuals, corporations, and other entities. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory and incorporates tax-aware strategies and defined outcome ETFs to manage risk and optimize returns.
Kevin I
Series 63, Series 65
Wethersfield, CT
Hammond Iles Wealth Advisors
Kevin Iles is a financial advisor with Hammond Iles Wealth Advisors in Guilford, CT, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at The Vanguard Group, Ceros Financial Services, and the Pittsburgh Penguins. Hammond Iles Wealth Advisors offers personalized, discretionary investment management and financial planning services to individuals, corporations, and other entities, managing approximately $475 million in client assets. The firm employs a long-term, asset allocation-driven investment approach grounded in Modern Portfolio Theory and incorporates tax-aware strategies and defined outcome ETFs.
Scott S
Series 63, Series 65
Burlington, VT
Hammond Iles Wealth Advisors
Scott Solod is a financial advisor with Hammond Iles Wealth Advisors in Burlington, VT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Folger Nolan Fleming Douglas Inc., Equity Services Inc., and several other firms. Outside of his advisory work, he serves as a trustee for a family trust and acts as a registered agent for a homeowners association. Hammond Iles Wealth Advisors provides discretionary investment management and financial planning to individuals, including high-net-worth clients, corporations, and other entities. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory and incorporates tax-aware strategies and defined outcome ETFs in its portfolio management.
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