A complete list of active advisors currently associated with Hewell Financial Group, Inc.

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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.

To learn more about the advisors currently working at Hewell Financial Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.