TEAM Hewins, LLC
SEC Registeredsome financial decisions are too important to navigate alone
About the firm
Team Hewins is a financial advisory firm that specializes in clarity and organization for major financial decisions. They offer a team-based approach where a dedicated group of financial professionals coordinates comprehensive planning across investments, taxes, insurance, and estate planning. They have offices in Foster City, CA, Boca Raton, FL, and Miami, FL.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning including investment management, tax planning, retirement planning, estate planning, education planning, charitable giving strategies, insurance, and direct collaboration with clients' CPAs, attorneys, and other professional advisors.
Who they serve
Executives and professionals facing major life events and big financial decisions, such as career transitions, divorce, inheritance, executive compensation, second home purchases, business ownership changes, and coordinating care for aging parents.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 247 | $130M |
| High Net Worth Individuals | 304 | $2.3B |
| Charitable Organizations | 9 | $58M |
| State/Municipal Entities | 8 | — |
Leadership
Office locations
Advisors at this firm
23 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $3,000,000 | 0.85% |
| Next $5,000,000 | 0.40% |
| Above $10,000,000 | 0.30% |
Data as of April 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TEAM Hewins, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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