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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Team Hewins, LLC 9 months, 3 weeks May 2018 - Present
Wipfli Hewins Investment Advisors, LLC 12 years, 11 months Jul 2000 - Jun 2013
Citigroupglobal Markets, Inc. 18 years, 8 months Oct 1999 - Jun 2018
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Roger Colburn Hewins?
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Designations & Memberships

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Articles and Answers

Insights by Roger Hewins

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 9, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Hewins Financial Advisors, LLC

Last updated on Aug. 28, 2017
    • $4.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 6K
      Accounts
    • $748.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Other
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