Hewins Financial Advisors, LLC

Hewins Financial Advisors, LLC (CRD# 109983) is a financial advisory firm headquartered in Redwood City, CA. They manage $3,856,787,654 in 4,219 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,857
    MILLION
  • Total Number of Accounts
    4,219
    ACCOUNTS
  • Average Account Value
    $914,147
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DE, FL, IL, IN, LA, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TX, VA, WA, WI

Financial Advisors at Hewins Financial Advisors, LLC
Showing 1 - 10 of 47 top financial advisors.
1
Patrice M. Cresci
CRD#: 5638082
203 Redwood Shores Parkway, Suite 550, Redwood City, CA 94065
96
Wealthminder
score

Patrice Cresci (CRD# 5638082) is an Investment Advisor Representative working at Hewins Financial Advisors, LLC in Redwood City, CA and has over 7 years of experience in the finance industry. Patrice Cresci has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Edwin C. Drake
CRD#: 2127723
203 Redwood Shores Parkway, Suite 550, Redwood City, CA 94065
96
Wealthminder
score

Edwin Drake (CRD# 2127723) is an Investment Advisor Representative working at Hewins Financial Advisors, LLC in Redwood City, CA and has over 25 years of experience in the finance industry. Edwin Drake has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Benjamin J. Hayes
CRD#: 5123442
469 Security Bvld, Green Bay, WI 54313
96
Wealthminder
score

Benjamin Hayes (CRD# 5123442) is an Investment Advisor Representative working at Hewins Financial Advisors, LLC in Green Bay, WI and has over 10 years of experience in the finance industry. Benjamin Hayes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Carolyn E. Kelly
CRD#: 5012748
203 Redwood Shores Parkway, Suite 550, Redwood City, CA 94065
96
Wealthminder
score

Carolyn Kelly (CRD# 5012748) is an Investment Advisor Representative working at Hewins Financial Advisors, LLC in Redwood City, CA and has over 9 years of experience in the finance industry. Carolyn Kelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Noah B. Marell
CRD#: 5721151
7601 France Avenue South, Suite 400, Edina, MN 55435
96
Wealthminder
score

Noah Marell (CRD# 5721151) is an Investment Advisor Representative working at Hewins Financial Advisors, LLC in Edina, MN and has over 6 years of experience in the finance industry. Noah Marell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Jordan M. Mills
CRD#: 3085665
203 Redwood Shores Parkway, Suite 550, Redwood City, CA 94065
96
Wealthminder
score

Jordan Mills (CRD# 3085665) is an Investment Advisor Representative working at Hewins Financial Advisors, LLC in Redwood City, CA and has over 17 years of experience in the finance industry. Jordan Mills has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Bradley J. Mueller
CRD#: 2607091
2501 West Beltline Highway, Suite 401, Madison, WI 53713
96
Wealthminder
score

Bradley Mueller (CRD# 2607091) is an Investment Advisor Representative working at Hewins Financial Advisors, LLC in Madison, WI and has over 15 years of experience in the finance industry.

8
Lora M. Murphy
CRD#: 2551859
203 Redwood Shores Parkway, Suite 550, Redwood City, CA 94065
96
Wealthminder
score

Lora Murphy (CRD# 2551859) is an Investment Advisor Representative working at Hewins Financial Advisors, LLC in Redwood City, CA and has over 16 years of experience in the finance industry. Lora Murphy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Jedd D. Nicolas
CRD#: 5173268
203 Redwood Shores Parkway, Suite 550, Redwood City, CA 94065
96
Wealthminder
score

Jedd Nicolas (CRD# 5173268) is an Investment Advisor Representative working at Hewins Financial Advisors, LLC in Redwood City, CA and has over 10 years of experience in the finance industry. Jedd Nicolas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Karl A. Schwartz
CRD#: 5643662
801 Brickell Avenue, Suite 2350, Miami, FL 33131
96
Wealthminder
score

Karl Schwartz (CRD# 5643662) is an Investment Advisor Representative working at Hewins Financial Advisors, LLC in Miami, FL and has over 7 years of experience in the finance industry. Karl Schwartz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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