Hewitt Wealth Management Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,062,607
Clients
18
72% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
TypicalAverage account size
$1,170,145
About
Hewitt Wealth Management provides ongoing financial planning and portfolio management to individuals, high‑net‑worth clients, and corporations or other businesses. The firm’s sole principal offers discretionary investment management alongside tax preparation and planning services; as of December 31, 2024 the adviser reported managing approximately $14 million in discretionary assets.
The firm’s investment process is grounded in Modern Portfolio Theory and emphasizes asset allocation, passive mutual funds and ETFs, and long‑term holding, with portfolios tailored to clients’ stated goals and risk tolerances. Accounts are custodied at a single recommended provider and reviewed on a regular schedule, with written financial plans and ongoing monitoring offered as part of wealth management engagements.
Among peers, the firm is notable for offering portfolio management to institutional clients despite operating as a solo independent adviser, and for integrating tax‑preparation and tax advisory capabilities into its service mix. The firm also departs from the common percentage‑of‑AUM billing model used by many independents and instead uses negotiated or fixed/flat fee arrangements and other non‑AUM payment methods.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Minimum fee: $6,000 - $30,000 annually, based on complexity and client situation Fee-only: Fee-only firm, compensated solely by clients with no commissions or sales-related compensation
Main office location
Hewitt Wealth Management Inc.
Newbury Park CA, United States
Number of offices
1
Most active in
Hewitt Wealth Management Inc. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")