Kaitlin Hewell
Kaitlin Hewell is a CFP-designated registered investment advisor at Hewell Financial Group, INC., based in Atascadero, CA, with 21 years of industry experience. Kaitlin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 218 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
Atascadero, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kaitlin is an insurance agent since 2015, dedicating minimal time to this activity. She also owns an Airbnb rental property since 2023 and is a registered representative with Osaic Wealth, Inc. since June 2024, spending about a quarter of her time on this role.
Employment History
Current Registrations
Hewell Financial Group, INC.
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Financial Focus LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Hewell Financial Group, INC.
Purshe Kaplan Sterling InvestmentsBroker
Laguna Financial Group, INC.
LPL Financial Corporation
LPL Financial CorporationBroker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.