Published on February 20, 2020 by NAPFA
Having just spun out from Hewins Financial a year ago, Team Hewins is finding its own legs in the Fee-Only industry and looking forward to a great year ahead. “We’re getting to know exactly who we are as a company,” says Thuong Thien of Team Hewins in an article by NAPFA. “We’re also getting a more focused picture of our ideal clients and the best ways to serve them.”
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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.

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