Karl Arthur Schwartz
Investment adviser representative at Team Hewins, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$4BFirm assets
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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
15 years in the industry.
- Team Hewins, LLCMar 2025 to now
- Team Hewins, LLCApr 2021 to Feb 2025
- Team Hewins, LLCJun 2018 to Mar 2021
- Hewins Financial AdvisorsAug 2011 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, FL).
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
- 5643662
- Firm CRD
- 291194