work with us
Providing you clarity and organization from the start
when you’re ready to move forward with confidence
You understand the importance of this decision and you want to work with advisors who will give it the attention it deserves.
You’re looking for people who will take the time to understand your situation before making any recommendations.
Our Big Decision Clarity Session is designed specifically for accomplished professionals navigating complex financial decisions.
this isn’t a typical advisor consultation
Most financial advisors start with a list of generic questions and routine discussions about your portfolio.
We start with getting to know why you feel like you need additional help with your finances so we can help you gain greater confidence and make informed decisions about your whole life, not just your financial future.
You’ll work directly with our CFP® professionals, tax specialists, and estate planners who have guided hundreds of clients like you through circumstances just like those you’re experiencing.
this isn’t a typical advisor consultation
Most financial advisors start with a list of generic questions and routine discussions about your portfolio.
We start with getting to know why you feel like you need additional help with your finances so we can help you gain greater confidence and make informed decisions about your whole life, not just your financial future.
You’ll work directly with our CFP® professionals, tax specialists, and estate planners who have guided hundreds of clients like you through circumstances just like those you’re experiencing.
your big decision clarity session agenda
we get to the heart of your decision.
You’ll leave knowing which financial factors matter most and which ones you can stop worrying about. No more second-guessing yourself about what’s actually important.
You’ll understand your real choices.
We’ll show you approaches that have worked for others in similar situations, along with the trade-offs, so you can make a decision you feel confident about.
You’ll know exactly what happens next.
We’ll outline the specific steps for implementation and show you how our team coordinates with your existing advisors to make the process seamless.
the practical details
Investment:
The conversation we have reflects our team’s collaborative approach to understanding your unique situation. Before we meet, you can review our frequently asked questions to ensure you feel confident and prepared.
When you schedule:
We’ll ask one question: ‘What’s happening in your financial life that’s got you thinking you need additional help?’ This allows our team focus our conversation on what matters most to you.
Next steps:
If we’re the right fit for each other, we’ll outline a tailored implementation plan with realistic timelines. If we’re not, we’ll help you understand what type of advisor would serve you better.
the practical details
Investment:
The conversation we have reflects our team’s collaborative approach to understanding your unique situation. Before we meet, you can review our frequently asked questions to ensure you feel confident and prepared.
When you schedule:
We’ll ask one question: ‘What’s happening in your financial life that’s got you thinking you need additional help?’ This allows our team focus our conversation on what matters most to you.
Next steps:
If we’re the right fit for each other, we’ll outline a tailored implementation plan with realistic timelines. If we’re not, we’ll help you understand what type of advisor would serve you better.
what our clients say about this process
frequently asked questions
Q: What types of clients do you work with?
A: At Team Hewins, we support clients through every stage of life. We take pride in getting to know our clients personally and guiding them toward financial wellbeing. Our clients come from various backgrounds, and they often share similar needs and values. You may be someone we typically work with if:
- Your financial situation has become more complex over time with children, college planning, home purchases, IPOs, divorce, inheritance, or sudden windfalls.
- You are busy and prefer to delegate the stress and details of financial management to a trusted advisor who prioritizes your best interests.
- You value the peace of mind that comes with having a reliable partner to help organize your financial life.
We are especially proud that many of our clients are women. Whether they are part of a couple, single, or recently divorced, we help women feel more confident and informed about their finances. Additionally, many of our advisors are women, providing relatable and empathetic support.
Q: How much does it cost to work with a Team Hewins CERTIFIED FINANCIAL PLANNER® professional? And what does that include?
A: As fee-only financial advisors, our fees are based on the market value of Assets Under Management, typically referred to as AUM. We are not brokers and do not make any commissions from the investments recommended. We are always aligned with your best interests.
Our fee includes financial planning, investment management, coordination with your other professionals, and many other services. While investments are a big part of what we do, we look at your entire financial picture, including your goals and aspirations, to help you maintain and enhance your financial wellbeing. We build a plan, analyze scenarios, make recommendations, and proactively manage your financial life. Go to Our Approach page to learn more.
Our tiered fee schedule:
- First $2 million: 1% annually
- Next $3 million: 0.85% annually
- Next $5 million: 0.40% annually
- Above $10 million: 0.30% annually
For example, a $3 million portfolio would be charged 1% on the first $2 million and 0.85% on the next million, which translates into a $28,500 annual fee (which would be charged quarterly at $7,125).
Q: Do you have a minimum client size?
A: Our average clients typically have $1 million or more in investable assets. We also work with professionals who are on track to reach that soon. If you are growing your wealth and have at least $250,000 to invest, we offer personalized services with a minimum annual fee of $2,500. We’re here to support your financial success now and into the future.
Q: Can I hire you for planning services only and not investments?
A: We are guides to financial wellbeing. We do not do project-based work or one-off financial plans. We work with clients who are looking for a long-term financial partner and for the peace of mind that comes with having someone in your corner. Creating a personalized and holistic financial plan is one of the best things you can do to meet your financial goals, and the work doesn’t end there. You will see the most success when you have someone to execute your plan, keep you on track, advise when new scenarios arise, and adjust your plan as your life and goals change.
Q: What is the process for signing up?
A: Start by booking a clarity session. We’ll schedule a brief introductory call to determine whether we’re a good fit for each other and connect you with the right advisor. Next, we’ll meet to learn about you, your goals, and how we can work together. If it’s a match, we can begin immediately. Once you sign on, we’ll start building your financial plan and we’ll guide you through every step of the process.
Q: Can I meet with my financial advisor remotely?
A: We are happy to meet with clients on their terms—in our offices or virtually. We have offices in the San Francisco Bay Area (Foster City) and South Florida (Miami and Boca Raton).
let’s talk about your situation
You’ve built the foundation of your wealth and your future deserves a thoughtful approach. This “Big Decision Clarity” session is designed to give you exactly what you need: deep discussion of your specific situation, clear pathways forward, and a responsive team ready to guide you through implementation.
When you schedule, simply share a bit about the decision you’re facing. We’ll come prepared for a focused discussion to help move you toward greater clarity and organization.
Next: Choose a time that works well for you, and our relationship manager, Luke Hayes, will be in touch with you to personally understand your needs and prepare for the “Big Decision Clarity” session. Let’s turn this complex decision into your next confident step forward.
Additional info:
Learn more about our team | approach | frequently asked questions