CK
CFP
CK
CFP

Carolyn Elizabeth Kelly

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
531 clients
Average Client Portfolio
$6.5M average
Assets Under Management
$3.4B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.40%
$10M+0.30%

Discounts may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$2,500
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Location

203 Redwood Shores Parkway, Suite 550, Redwood City, CA, 94065

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Team Hewins, LLC
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
Hewins Brokerage Services, LLCBroker
November 2015 - May 2018 · 2 yrs 6 mos
Hewins Financial Advisors, LLC
May 2015 - June 2018 · 3 yrs 1 mo
NFP Securities, INC.Broker
September 2006 - December 2013 · 7 yrs 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.