Roger Colburn Hewins
Investment adviser representative at Team Hewins, LLC
27 yearsExperience
3 statesRegistered in
$4BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
27 years in the industry.
- Team Hewins, LLCJun 2023 to now
- Team Hewins, LLCMay 2018 to May 2023
- Wipfli Hewins Investment Advisors, LLCJul 2000 to May 2018
- Hewins Financial Advisors, LLCOct 1999 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, TX).
Team Hewins, LLC
$4BAssets managed
576Clients
23Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2205798
- Firm CRD
- 291194