Thuong Thanh Thien

CFP

Team Hewins, LLC

17 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth

Team Hewins, LLC

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 Management	Annual Fee
Up to $2.0M	1.00%
$2.0M - $5.0M	0.85%
$5.0M - $10.0M	0.40%
$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

Contact

Thuong Thanh Thien

Location

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

Get directions

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.

Employment History

Current Registrations

Team Hewins, LLC

May 2018 - Present · 7 yrs 9 mos

Previous Registrations

Hewins Brokerage Services, LLCBroker

August 2015 - May 2018 · 2 yrs 9 mos

Valmark Securities, INC.Broker

January 2015 - July 2015 · 6 mos

Hewins Financial Advisors, LLC

January 2013 - June 2018 · 5 yrs 5 mos

Mid Atlantic Capital CorporationBroker

February 2010 - December 2012 · 2 yrs 10 mos

Cantella & CO., INC.

November 2009 - March 2010 · 4 mos

Cantella & CO., INC.Broker

October 2008 - March 2010 · 1 yr 5 mos

State Registrations2 states

CAFL

Advisor

Exams

No exam information available for this advisor.

Additional Information

I graduated from UCLA with a Bachelor of Arts in Economics, minors in Global Studies and Southeast Asian Studies, and thereafter earned my Certificate of Personal Financial Planning. While at UCLA, I worked at the international school assisting a diverse group of international students in exploring educational opportunities and American culture; a commitment to service is very important to me.