Hewell Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$332,283,673
Clients
217
Advisors
1
of 1 employees
About
The firm provides discretionary asset management, comprehensive financial planning, and retirement-plan advisory services, including both limited-scope 3(21) and full 3(38) fiduciary roles, to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, 401(k) plans and businesses. It delivers ongoing portfolio management and written financial plans and may implement client accounts on third‑party platforms such as AssetMark.
Investment programs are tailored to clients’ stated goals, time horizons and risk tolerance and documented in an Investment Policy Statement; the firm applies a mix of fundamental, technical and cyclical analysis and may use model strategies from institutional strategists available on the AssetMark platform. Accounts are generally managed on a discretionary basis with ongoing monitoring and periodic reviews, and trade execution and custody are facilitated through custodians and platform arrangements described in the brochure (for example, Schwab, Pershing and AssetMark’s custodian options).
What distinguishes this practice is its scale as a solo‑advisor operation: the brochure reports $334,398,515 in discretionary assets under management and 217 clients served by a single advisor, an unusually high AUM and client load per advisor for peers in its support category. The firm also discloses that its advisory representatives may operate as registered representatives and insurance agents (with the attendant conflict‑of‑interest disclosures), offers ERISA 3(38) discretionary plan management, and does not vote client proxies on behalf of clients.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees typically range from $1,500 to $5,000, based on $300 hourly rate
1.25% annually (flat rate for discretionary direct asset management services)
Investment Advisor Representatives also receive commissions for sale of securities and insurance products via affiliated broker-dealer and insurance activities
$300 per hour for consulting; $75 per hour for administrative services
Main office
Atascadero CA
Advisors at this office
1
Most active in
California · New York · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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.
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