# Hewell Financial Group, Inc.

> Hewell Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 27, 2026.

- CRD: 333535
- Filed as: HEWELL FINANCIAL GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333535
- AdvisorCensus page: https://advisorcensus.com/firm/hewell-financial-group-inc-333535

## Quick answers

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

**How much does Hewell Financial Group, Inc. charge?**
Its Form ADV Part 2A brochure dated May 27, 2026 states: Flat fee: $1,500 to $5,000 (Financial Planning fees); Hourly rate: $300 an hour (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Hewell Financial Group, Inc. registered with the SEC or a state?**
Hewell Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333535.

**How much does Hewell Financial Group, Inc. manage?**
Hewell Financial Group, Inc. reports $334,398,515 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (99% discretionary).

**How have Hewell Financial Group, Inc.'s assets and staff changed since 2025?**
In the Form ADV data for Hewell Financial Group, Inc.: Regulatory assets under management: $285,581,724 in the October 2025 data and $334,398,515 in the October 2026 data, up 17%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hewell Financial Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (117); individuals (other than high net worth individuals) (100); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Which custodians does Hewell Financial Group, Inc. use?**
Hewell Financial Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark Trust, Charles Schwab & Co., Inc. and RPC as custodians holding 10% or more of its separately managed account assets.

**Does Hewell Financial Group, Inc. 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/333535

**Does Hewell Financial Group, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated May 27, 2026 says: "HFG does not require a minimum to open an account."

**What changed in Hewell Financial Group, Inc.'s recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $285,581,724 to $320,713,571 (+12%).

## 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 May 27, 2026)

- Account minimum: None

> HFG does not require a minimum to open an account.

- Flat fee: $1,500 to $5,000 (Financial Planning fees)

> Our Financial Planning fees may be calculated and charged on a fixed fee basis, typically ranging from $1,500 to $ 5,000 depending on the specific arrangement reached with the client.

- Hourly rate: $300 an hour (Financial Planning)

> Calculation of the fee is based on a $300 hourly rate.

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

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

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: $334,398,515
- Discretionary: $332,283,673
- Non-discretionary: $2,114,842

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 100 | $47,283,673 |
| High net worth individuals | 117 | $285,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $2,114,842 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hewellfinancial.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $285,581,724 | 1 | February 5, 2025 |
| October 2026 | $334,398,515 | 1 | May 27, 2026 |

Regulatory assets under management: $285,581,724 in the October 2025 data and $334,398,515 in the October 2026 data, up 17%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $285,581,724 to $320,713,571 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hewell Financial Group, Inc. (CRD 333535): Form ADV filing data as of October 2026.