Michele Hewitt is a CFP-designated registered investment advisor at Wellfull, based in Harleysville, PA, with 4 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 801 clients with $870M 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 | 2.00% |
Fees generally range from 0.00% to 2.00% annually and are negotiable based on account size, complexity, and ongoing planning needs.
Fee Estimator
Location
272 Ruth Road, Harleysville, PA, 19438
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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 Activities
Michele owns rental properties, which are not investment-related, and receives income from them.
Employment History
Current Registrations
Wellfull
Previous Registrations
Wescott Financial Advisory Group LLC
State Registrations1 state
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.
Exams
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