Team Hewins:

Financial Advisors Local to San Francisco, CA

Work with a local fee-only financial advisor in San Francisco.

Start your financial plan today!

As a fee-only financial advisor and fiduciary in San Francisco, Team Hewins first gets to know you, asking questions and listening to YOU before offering any financial planning or investment management advice.

Work with a local San Francisco financial advisor. We are an independent firm with no affiliation to a broker or parent company; we don’t sell investment products, insurance, or annuities. We look forward to talking to you.

In the meantime, before we get to know more about you, please take a few moments to explore our website and learn more about us, our philosophy, and services. Listen to our weekly podcast, Team Talk, read our blog, or see our advisors featured in the news.

Additionally, we have published a free white paper for people facing a financial transition, such as divorce, the loss of a spouse, or big career change. You may download it here.

San Francisco Offerings

Parking and Office Directions

Validated parking (valet only) is available in our building.  If driving to our office, set your GPS to 220 Bush Street, which will take you to the garage entrance.  The garage is open from 6:30am until 7:00pm Monday to Friday. The garage elevator takes you to the Mills Tower lobby, and you need to walk over to the main lobby elevators for access to our suite. Take the main lobby elevator to the 6th floor, then head left to Suite 692.


Team Hewins
220 Montgomery St #692 
San Francisco, CA 94104


(650) 620-3040

To schedule a complimentary financial consultation in San Francisco please contact us by using the form below! We look forward to working with you.

Office Hours















Download the Team Hewins App for iPhone, iPad, and all Android devices today!
Team Hewins Google Play Store
Team Hewins Apple Store
SHOOK Best in State Advisor

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

Pin It on Pinterest