Kevin Theissen
Advisor at HWC Financial
Updated today
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
HWC Financial
Location
Manchester Center, VT 05255
Credentials
Series 63, Series 66
Industry experience
15 years
About
Kevin Theissen is a financial advisor at HWC Financial with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at HWC Financial since 2018, following a seven-year tenure at Skygate Financial Group. In addition to his advisory role, he is a licensed insurance agent. HWC Financial provides discretionary investment management and financial planning services to individual and high-net-worth clients, managing approximately $52 million across about 100 accounts. The firm employs a fundamentally driven, value-oriented investment approach with a multi-year horizon and integrates tax and insurance considerations into its planning.
Fee options
Financial planning fixed fees typically range from $1,000 to $3,500 for initial plans; ongoing planning fees $1,500 to $10,000 annually, billed quarterly in advance
$0 - $500,000: 2.00% annually $500,001 - $1,000,000: 1.50% annually $1,000,001+: 1.00% annually
Up to $350 per hour for financial planning and consulting services
Ongoing financial planning fees billed quarterly in advance with an initial retainer of 50% of the annual fee
Minimum fee: Minimum fee of $25 per account per quarter Fee-only: Investment advisory fees; financial planning fees negotiable, hourly up to $350/hour or fixed fees ranging from $1,000 to $10,000 depending on scope
Location
4532 Main Street
Manchester Center, VT 05255
Most active in
Kevin T has reported serving >5 clients in these states in the last 12 months.
Vermont
Work history
Hwc, Llc Dba Hwc Financial
2018 - Present (8 years)
Skygate Financial Group, Llc
2012 - 2019 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Steven J
Series 63, Series 65
Dorset, VT
Evergreen RIA, LLC
Zachary L
Series 66
Manchester Center, VT
HWC Financial
Tyson F
CFP®, Series 63, Series 65
Manchester Center, VT
Equinox Financial Advisors, Inc.
Karen O
CFP®, Series 66
Dorset, VT
Envest Asset Management, LLC
Daniel H
Series 65
Manchester, VT
Hutner Capital Management Inc.
James M
CFP®, Series 63, Series 66
East Dorset, VT
Wealthcare Capital Management LLC
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