Kevin
Iles
Hammond Iles Wealth Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Kevin Iles is a financial advisor based out of Wethersfield, Connecticut with 3 years of industry experience. Iles is currently employed by Hammond Iles Wealth Advisors. The advisor has gained experience at Wolcott Public Schools, University Of Pittsburgh, Hammond Iles Wealth Advisors, Sacred Heart High School, The Vanguard Group, Inc, Pittsburgh Penguins, Ceros Financial Services, Inc, Kelly Financial Group, LLC D/B/A Hammond Iles Wealth Advisors and Purshe Kaplan Sterling Investments. Iles has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Connecticut and Texas. Hammond Iles Wealth Advisors is an advisory business that has its headquarters in Wethersfield, CT. The company has offices in three locations and a total of 11 people on staff. It controls $82 million in assets among its 482 client accounts, placing it among the smaller financial advisory firms in the country by assets under management. The firm advises three charitable organizations. Of its 482 client accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Hammond Iles Wealth Advisors provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management largely vary depending on which services the firm provides the client. Fees billed by Hammond Iles Wealth Advisors may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Hammond Iles Wealth Advisors Brokerage Details
$82,142,674
11
482
$170,420
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Kevin Iles Work History
Kevin has been registered as a financial advisor for 3 years.*
Purshe Kaplan Sterling Investments
Kelly Financial Group, LLC D/B/A Hammond Iles Wealth Advisors
Kelly Financial Group, LLC D/B/A Hammond Iles Wealth Advisors
Ceros Financial Services, Inc
The Vanguard Group, Inc
Pittsburgh Penguins
Hammond Iles Wealth Advisors
Wolcott Public Schools
University Of Pittsburgh
Sacred Heart High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Iles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hammond Iles Wealth Advisors
Wethersfield, CT
Burlington, VT
Wethersfield, CT
Wethersfield, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.