Hewins Financial Advisors Review

Trust Score 85%
Trust Score info_outline

Hewins Financial Advisors, federally registered in 1999, is a Registered Investment Advisor (RIA) in 25 state(s) with a licensed staff of 47 advisors. Hewins Financial Advisors manages $3 billion and provides investment advisory services for 1,634 clients (1:35 advisor/client ratio).

Hewins Financial Advisors requires a $500,000 minimum investment and charges a blended rate between 1.00% and 0.30% for ongoing portfolio management services, depending on the size of the portfolio.


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 35 clients (industry average 1:50)


  • Firm has been federally registered for only 19 years
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist

View Full Report

Managed Investing

Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $500,000
Minimum Annual Fee $5,000
Average Account AUM $1,964,821
Hybrid Advisor Yes
Disciplinary History No
Total AUM $3 billion
Advisor / Client Ratio 1:35
Headquarters Milwaukee, WI
SEC Filings Forms and Brochures

Annual Fee Ranges Percent
$0 to $2,000,000 1.00%
$2,000,001 to $5,000,000 0.85%
$5,000,001 to $10,000,000 0.40%
$10,000,001+ 0.30%

Questions & Answers

Get answers about Hewins Financial Advisors

Ask a question question_answer