Alan Hewitt is a CFP, ChFC-designated registered investment advisor at Hewitt Wealth Management INC., based in Newbury Park, CA, with 11 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 18 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hewitt Wealth Management's annual fee for wealth management services, which includes both investment management and financial planning, ranges from $6,000 to $30,000. The fee is based on the complexity of the client's financial needs and situation. Factors considered include the number of household members, the amount of financial planning required, the number and type of accounts, net worth, life stage, business interests, real estate ownership, and trust arrangements. Fees are billed monthly in arrears.
Contact
Alan Hewitt
Location
Newbury Park, 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.
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Alan is employed as a Tax Advisor at Hewitt Advisors since January 2023. This activity takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Hewitt Wealth Management INC.
Previous Registrations
Mercer Global Advisors INC.
Al Hewitt, INC.
State Registrations1 state
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