A complete list of active advisors currently associated with Hewitt Wealth Management Inc.

Warmer can help you find a great advisor at Hewitt Wealth Management Inc. or one who fits your needs even better.

Hewitt Wealth Management provides ongoing financial planning and portfolio management to individuals, high‑net‑worth clients, and corporations or other businesses. The firm’s sole principal offers discretionary investment management alongside tax preparation and planning services; as of December 31, 2024 the adviser reported managing approximately $14 million in discretionary assets. The firm’s investment process is grounded in Modern Portfolio Theory and emphasizes asset allocation, passive mutual funds and ETFs, and long‑term holding, with portfolios tailored to clients’ stated goals and risk tolerances. Accounts are custodied at a single recommended provider and reviewed on a regular schedule, with written financial plans and ongoing monitoring offered as part of wealth management engagements. Among peers, the firm is notable for offering portfolio management to institutional clients despite operating as a solo independent adviser, and for integrating tax‑preparation and tax advisory capabilities into its service mix. The firm also departs from the common percentage‑of‑AUM billing model used by many independents and instead uses negotiated or fixed/flat fee arrangements and other non‑AUM payment methods.

To learn more about the advisors currently working at Hewitt Wealth Management 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.

Name	Location	Years of experience
Alan Hewitt	Newbury Park, CA	11

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