Carolyn Kelly is a CFP-designated registered investment advisor at Team Hewins, LLC, based in Foster City, CA, with 18 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 576 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees may be negotiable. Includes basic financial planning services. Specific consulting services may require a separate agreement and incur a separate fee.
Fee Estimator
Location
950 Tower Lane, Suite 1050, Foster City, CA, 94404
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Team Hewins, LLC
Previous Registrations
Hewins Brokerage Services, LLCBroker
Hewins Financial Advisors, LLC
NFP Securities, INC.Broker
State Registrations1 state
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