HAMMOND ILES WEALTH ADVISORS

RIASEC RegisteredEst. 2005

Total AUM

$475M

Discretionary

$475M

100% of AUM

Avg account

$204K

Accounts

2,324

Employees

Advisory reps

Firm details

Headquarters: WETHERSFIELD, Connecticut
CRD number: 136372
Registered since: July 20, 2005
Website: www.kfgwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI54.98%
Individuals44.34%
Charitable Organizations0.68%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hammond Iles Wealth Advisors is an independent, owner-operated registered investment adviser founded in 2005 that serves both individual and institutional clients. The firm combines traditional financial planning and portfolio management with insurance brokerage services, and it positions itself as a capital allocator that selects third-party managers when appropriate. Its advisory scope runs from fee-based ongoing asset management (percentage of AUM) to hourly and fixed-fee engagements for planning and project work. The firm also runs educational seminars and offers selection of other advisers as part of its client service mix. Investment activity is centered on pooled public vehicles—mutual funds and similar public funds—and the firm identifies as an active ESG investor, integrating environmental, social and governance factors into at least a portion of its public strategies. Hammond Iles also allocates to third-party real estate managers and uses annuities as part of some client solutions. The firm received recognition as a Top RIA Firm by Financial Advisor Magazine in 2020.