# Hammond Iles Wealth Advisors

> Hammond Iles Wealth Advisors is an SEC-registered investment advisory firm in Wethersfield, CT, registered since 2005, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 30, 2026.

- CRD: 136372
- Filed as: HAMMOND ILES WEALTH ADVISORS
- Legal name: Kelly Financial Group, LLC
- Also doing business as: HAMMOND ILES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wethersfield, CT
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/136372
- AdvisorCensus page: https://advisorcensus.com/firm/hammond-iles-wealth-advisors-wethersfield-ct-136372

## Quick answers

**How is Hammond Iles Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Hammond Iles Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Hammond Iles Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated February 9, 2026 states: Hourly rate: up to $300 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Hammond Iles Wealth Advisors located?**
Hammond Iles Wealth Advisors' principal office is in Wethersfield, CT, according to its Form ADV; the August 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Hammond Iles Wealth Advisors registered with the SEC or a state?**
Hammond Iles Wealth Advisors is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 136372.

**How much does Hammond Iles Wealth Advisors manage?**
Hammond Iles Wealth Advisors reports $474,882,133 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary).

**How have Hammond Iles Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Hammond Iles Wealth Advisors: Regulatory assets under management: $74,949,635 in the October 2021 data and $474,882,133 in the October 2026 data, up 534%. Total employees: 10 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hammond Iles Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (844); high net worth individuals (127); charitable organizations (11).

**Which custodians does Hammond Iles Wealth Advisors use?**
Hammond Iles Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Hammond Iles Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/136372

**What changed in Hammond Iles Wealth Advisors' recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in MD, NJ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 9, 2026)

- Hourly rate: up to $300 an hour (financial planning services)

> Fees may be charged on a flat fee basis (not to exceed $15,000) or an hourly basis (not to exceed $300 per hour).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $474,882,133
- Discretionary: $474,882,133
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 844 | $210,580,956 |
| High net worth individuals | 127 | $261,080,164 |
| Charitable organizations | 11 | $3,221,013 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2005 (21 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CT, FL, MA, MD, ME, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Burlington, VT
- Guilford, CT
- Reston, VA

### Websites listed on Form ADV (Item 1.I)
- hammondiles.com
- hiwealth.com
- vermontwealth.com
- yourmoneyyourpurpose.com
- Facebook @HAMMONDILES
- Instagram @hammondiles
- LinkedIn @hammondileswealthadvisors
- YouTube @hammondiles

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $74,949,635 | 10 | March 19, 2021 |
| October 2022 | $89,523,291 | 9 | May 26, 2022 |
| October 2023 | $82,142,674 | 11 | March 2, 2023 |
| October 2024 | $107,059,399 | 11 | September 19, 2024 |
| October 2025 | $387,374,168 | 11 | April 4, 2025 |
| October 2026 | $474,882,133 | 7 | July 30, 2026 |

Regulatory assets under management: $74,949,635 in the October 2021 data and $474,882,133 in the October 2026 data, up 534%.
Total employees: 10 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in MD, NJ.

### March 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $387,374,168 to $474,882,133 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hammond Iles Wealth Advisors (CRD 136372): Form ADV filing data as of October 2026.