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 works with both individuals/families and institutional clients. The firm combines fee-based portfolio management and financial planning with an insurance brokerage practice; it bills clients on a percentage-of-assets basis and also offers hourly and fixed-fee engagements. Advisory services include portfolio management for individuals and small businesses, selection of third‑party advisers, and client education through seminars and workshops. The firm identifies as an active ESG investor and describes itself as a capital allocator, indicating a willingness to place client capital with external managers where appropriate. Hammond Iles was named among Top RIA Firms by Financial Advisor Magazine in 2020.