Hewitt Wealth Management Inc. fees and pricing
Financial planner in Newbury Park, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 16, 2026, Hewitt Wealth Management Inc. charges an annual fee of $6,000-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $6,000-$30,000/yr
“The annual fee for this engagement is $6,000 - $30,000, and is based on the complexity of the client’s financial needs and situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hewitt Wealth Management Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable, and we reserve the right to decline situations which we consider not complicated enough to warrant our minimum fee.”
- “The fees may be negotiable in certain cases, will be agreed upon at the start of the engagement, and are due at the completion of the engagement.”
- “Clients may also pay by debit/credit card or check.”
How Hewitt Wealth Management Inc.’s fees compare
- Its annual fee of $6,000-$30,000 spans the California median of $6,250. 84% of the 224 other California planners that publish an annual fee charge less.
About Hewitt Wealth Management Inc.
“Our firm offers financial planning and portfolio management services on an ongoing basis.”
- Principal: Charles Hewitt
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 18
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $21,062,607
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 330001
- Phone
- (661) 816-8303
Other planners in Newbury Park that publish fees
- Riverflow Wealth Management, LLCNewbury Park$300/hr, $500-$10,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.