Team Hewins, LLC fees and pricing
Financial planner in Foster City, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 29, 2026, Team Hewins, LLC charges $350-$400 an hour, a flat or project fee of $3,000-$10,000, and a quarterly fee of $625 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350-$400/hr
“Fees typically range from $3,000 to $10,000 on a fixed-fee annual basis, or $350 to $400 per hour on an hourly rate basis.”
- Flat or project fee
- $3,000-$10,000
From the same sentence as above.
- Quarterly fee
- $625/qtr
“Team Hewins typically charges a minimum fee of $625 per quarter but reserves the right to waive the minimum fee on a case-by-case basis.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Team Hewins, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In each instance, our annual fees for investment advisory services are paid quarterly in advance, based upon the market value of the AUM on the last business day Team Hewins, LLC – Part 2A of Form ADV Page 9 of the previous quarter.”
- “For a small subset of clients for whom direct billing is necessary, payment is due upon receipt of our invoice.”
- “After termination, we will provide a prorated refund on any unearned portion of the advisory fee that was paid in advance, in accordance with the terms of the Investment Advisory Agreement.”
How Team Hewins, LLC’s fees compare
- Its hourly rate of $350-$400 is above the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
- Its flat or project fee of $3,000-$10,000 spans the California median of $5,000. 67% of the 796 other California planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Foster City that publish a flat or project fee charge less.
About Team Hewins, LLC
“In addition to our financial planning and investment advisory services, we also provide Retirement Plan Services and other consulting services.”
- Firm size: 29 employees.
- Founded: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 551
- Employees
- 29
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, state and local governments, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
- Assets managed
- $3,966,070,638
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 291194
- Phone
- (650) 620-3040
Can advise clients in 12 states: California, Colorado, Florida, Illinois, Louisiana, North Carolina, Nebraska, New York, Oregon, Texas, Washington, Wisconsin
Other planners in Foster City that publish fees
- Bailard, Inc.Foster City$3,500-$15,000, $2,000-$50,000/yr
- Cowan Capital AdvisorsFoster City$500/hr
- Graystone Advisor, LLCFoster City$16,000/yr
- Summitry, LLCFoster City$1,500-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.