Advisor at Hewell Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hewell Financial Group, Inc.
Location
Atascadero, CA
Credentials
CFP®, Series 66
Industry experience
21 years
Kaitlin Hewell is a CFP® professional with 21 years of industry experience. She is the principal advisor at Hewell Financial Group, Inc. and has previously worked at firms including Securities America, Inc. and Financial Focus LLC. Outside of financial advising, she is also an insurance agent and operates a short-term Airbnb rental. Hewell Financial Group, Inc. provides discretionary asset management and comprehensive financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm tailors investment programs to client goals and uses a combination of fundamental, technical, cyclical, and charting analyses, implementing portfolios directly or through third-party strategists on the AssetMark platform.
Based on Hewell Financial Group, Inc.
Based on Hewell Financial Group, Inc.
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.
Atascadero, CA
California · Texas
Hewell Financial Group, Inc.
2024 - Present (2 years)
OSAIC
2024 - Present (2 years)
Securities America, Inc.
2017 - 2024 (7 years)
FINANCIAL FOCUS LLC
2015 - 2025 (10 years)
National Planning Corporation
2014 - 2017 (3 years)
Hewell Financial Group, Inc.
2013 - 2016 (3 years)
Hewell Financial Group, Inc.
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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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