Team Hewins, LLC
Foster City, CA·SEC-registered · CRD #291194
Team Hewins, LLC is an SEC-registered investment advisory firm in Foster City, CA managing $4.0B across 2.3k client accounts, with 21 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.0B
Client accounts
2.3k
Advisory staff
21
Fee model
Fee-based
How Team Hewins, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Team Hewins, LLC
How much does Team Hewins, LLC manage?
Per its most recent SEC Form ADV filing (04/29/2026), Team Hewins, LLC reports $4.0B in regulatory assets under management across roughly 2.3k client accounts.
How does Team Hewins, LLC charge?
Team Hewins, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Team Hewins, LLC a fiduciary?
Yes. Team Hewins, LLC is registered with the U.S. Securities and Exchange Commission (CRD #291194), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Team Hewins, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Team Hewins, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Foster City, CA
Profile compiled from Team Hewins, LLC's public SEC Form ADV filing (CRD #291194, filed 04/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Team Hewins, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Team Hewins, LLC? Claim this profile.