A complete list of active advisors currently associated with Team Hewins, LLC

Warmer can help you find a great advisor at Team Hewins, LLC or one who fits your needs even better.

Team Hewins advises individuals and families, trusts and estates, business entities, charitable organizations, and retirement plans, providing investment advisory (both discretionary and non‑discretionary), financial planning, and retirement plan consulting. The firm implements client strategies through model portfolios, mutual funds and ETFs, independent managers, and private investment funds as appropriate to each client’s Investment Policy Statement. The firm’s investment process is driven by asset‑allocation principles grounded in Modern Portfolio Theory, supported by an Investment Committee and periodic rebalancing and tax‑loss harvesting. Team Hewins routinely documents client objectives in an IPS and, unusually for peers, manages a large share of assets on a non‑discretionary basis while using client authorizations and a held‑away management platform to implement timely changes for defined‑contribution and other accounts. Compared with similar multi‑team advisors, Team Hewins is notable for the near parity between discretionary and non‑discretionary regulatory AUM and for explicitly serving state and municipal/employee benefit plan clients on ERISA 3(21) and 3(38) bases, including participant education and on‑site enrollment services. The firm also leverages institutional resources — membership in Callan’s Independent Adviser Group, negotiated access to institutional share classes, and third‑party platforms (e.g., for held‑away assets) — to broaden access to managers and share classes beyond typical retail offerings.

To learn more about the advisors currently working at Team Hewins, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.