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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-04-2024
- Office Locations
- 1
Office Locations
About Hewell Financial Group, Inc.
Hewell Financial Group is an independent, fiduciary advisory firm providing comprehensive financial planning and wealth management. Services include retirement planning, investment management, 401(k)/qualified plan guidance, business planning, legacy & estate planning, tax-saving strategies, and insurance-based risk management (life, disability, long-term care). The firm emphasizes transparent, collaborative, long-term client strategies and works with platforms such as Charles Schwab and AssetMark.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KAITLIN MARIE HEWELL
Chief Compliance Officer, President
- CRD
- #4863224
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $332,283,673 | $449,032 |
| Non-Discretionary | $2,114,842 | $704,947 |
| Total | $334,398,515 | $450,065 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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