Hewell Financial Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$319,109,311
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
217
42% high-net-worth
Advisors
1
of 1 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
217
Very HighAverage account size
$1,470,550
About
Hewell Financial Group provides investment advisory and financial planning services to individuals (including high net worth clients), trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary asset management, comprehensive financial planning and consulting, and ERISA plan services (including both limited-scope 3(21) and full 3(38) investment manager roles), and makes use of third‑party platforms such as AssetMark.
Hewell tailors portfolios and written financial plans to clients’ stated goals, time horizons and risk tolerances, documenting objectives in investment policy statements and conducting portfolio monitoring and reviews (accounts are reviewed monthly and financial plans are typically delivered within about one month). The firm employs a mix of fundamental, technical, cyclical and charting analyses and may implement model strategies via mutual funds and ETFs available on platform providers.
The firm is notable for the concentration of assets and accounts: as of December 31, 2025 it reported roughly $319.1 million in discretionary assets while operating with a single registered advisor and serving over 200 client accounts, a structure that is uncommon among comparable supported firms. In addition, advisory personnel also maintain broker‑dealer and insurance activities and HFG uses multiple custodial and platform relationships (Schwab, Pershing, Fidelity and AssetMark), arrangements that introduce operational and compensation considerations different from many peers.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement income strategy
General retirement planning
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
Financial planning fees typically range from $1,500 to $5,000, based on fixed fees calculated from hourly rate.
1.25% annually
Investment Advisor Representatives may receive commissions from securities and insurance product sales.
$300 per hour for consulting; $75 per hour for administrative hours.
Main office location
Hewell Financial Group, Inc.
Atascadero CA, United States
Number of offices
1
Most active in
Hewell Financial Group, Inc. has reported serving >5 clients in these states in the last 12 months.
California · New York · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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