Financial advisor · San Mateo, CA · reviewed since 2021
iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%99+68.5Reliability 31%98+30.2Experts Score= 99Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.99SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#22 of 66 retirement planningiPosition by Experts Score among all companies we track in this category. · better than 68%
5.0★★★★★42 Google reviews · 8 photos
100%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★ in 2 yearsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
Google reviewers rate Team Hewins five out of five stars based on forty-two reviews, with the owner responding to ninety-eight percent of them. Clients highlight personalized financial planning, including retirement, tax, and estate strategies, noting that advisors explain complex concepts clearly and model future scenarios. Recurring themes include proactive communication, rapid responsiveness to inquiries, and transparent reporting that builds long-term trust. The reviews indicate no common criticisms, as all provided excerpts are positive.
Google rating: 5.0 out of 5 from 42 reviews (100% five-star).
Reviews on this page: 42 Google reviews (41 with written comments).
Owner responses: the business replied to 98% of reviews.
Most recent review: January 6, 2026.
Service: Retirement Planner serving San Mateo, California.
Data from Google, last updated October 29, 2026.
Score profile vs other retirement planning
Score per factor (100 = best)iEach factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: momentum and satisfaction; weakest: reliability.
Team HewinsRetirement Planning median0 = centre, 100 = best
SatisfactioniSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Team Hewins: 99/100 on this factor. Category median: 97.A
99
ReliabilityiReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Team Hewins: 98/100 on this factor. Category median: 98.A
98
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Not enough reviews for this factor yet. Category median: 100.–
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ValueiValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 100.–
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MomentumiMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Team Hewins: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 51.–
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Bar = this company · dark tick = category median.
Star ratings
42 Google reviews we collected
5.0of 5
5 stars42100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 41 written reviews
97%praise
Praise7597%
Complaints23%
Topic share
How often each topic comes up in the written reviews
6topics
Staff & attitude2431%
Honesty & trust1519%
Speed & response1114%
Quality & results1013%
Would recommend1013%
Communication79%
What customers talk about
We read 41 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“They are very responsive and helpful in guiding financial decisions.”
“Funds are held by their custodian and all transactions and records are completely transparent, and easy to view.”
“My personal advisors meet with me regularly and answer any questions that arise in the interim immediately.”
“They are there for whatever I need and walk me through everything thoroughly and patiently.”
“My husband and I have been with Team Hewins for five years and highly recommend them.”
“I find the team's ability to explain complex financial issues in simple language very helpful and have enjoyed many educational newsletters and semina…”
People customers mention
Patrice5 reviews
Cresci4 reviews
Carolyn4 reviews
Miller4 reviews
Shelby4 reviews
Alex3 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Recent reviews
VVincent2 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 9 months ago★★★★★
We have worked with Team Hewins for years now and we are very happy with Patrice and Nicolle. We were using a combination of robo-investors and managed accounts previously and we find the approach used by Team Hewins much more effective. They are very responsive and helpful in guiding financial decisions. Highly recommend!
CCarol5 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 10 months ago★★★★★
My husband and I have been with Team Hewins for five years and highly recommend them. They prioritize the development of close personal relationships with their clients and tailor financial strategies to our goals and stage of life. We always feel our best interests are their priority. Funds are held by their…
MMaureen6 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 10 months ago★★★★★
Meetings with a former wealth management company was often a confusing and stressful experience. But from the moment I met Patrice Cresci and Nicolle Wilson at Team Hewins I knew meetings about financial matters would never hold the same dread again. Discussing finances is now a welcomed experience thanks to…
KKaren2 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 11 months ago★★★★★
We have been working with Team Hewins for 5 years. We were just getting into retirement and wanted help with our investments and navigating this next phase of life. Our financial advisors there have been awesome! They are always available, thoughtful about our wants and needs, and have provided good investment…
JJory4 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 11 months ago★★★★★
I was introduced to Patrice Cresci by my CPA a few years ago. My husband and I had been seeking an advisor for a while, but we had conflicting views on how we wanted to structure the relationship. Patrice immediately put as at ease. We went through an assessment of our individual risk tolerances which gave us both…
LLouisa4 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 11 months ago★★★★★
Patrice and the entire team at Team Hewins are amazing! They are there for whatever I need and walk me through everything thoroughly and patiently. I am so happy that I partnered with them!
We have worked with Team Hewins for years now and we are very happy with Patrice and Nicolle. We were using a combination of robo-investors and managed accounts previously and we find the approach used by Team Hewins much more effective. They are very responsive and helpful in guiding financial decisions. Highly recommend!
Response from the owner · 9 months ago
We're delighted that Patrice and Nicolle were able to guide you so effectively, Vince. Their commitment to providing a personalized approach that goes beyond automated investing is a hallmark of our service.
C
Carol Ann Lapeyrouse5 reviewsiTotal number of Google reviews Carol has written across all businesses on Google Maps, not just this one.
My husband and I have been with Team Hewins for five years and highly recommend them. They prioritize the development of close personal relationships with their clients and tailor financial strategies to our goals and stage of life. We always feel our best interests are their priority. Funds are held by their custodian and all transactions and records are completely transparent, and easy to view. Portfolio details are clearly provided. We’ve genuinely enjoyed working with them and trust their guidance.
Response from the owner · 10 months ago
Fantastic to know that our focus on personalized solutions and complete transparency resonated with you, Carol. We take pride in delivering on those fronts. We're so pleased it met your needs and provided clarity.
M
Maureen Grace6 reviewsiTotal number of Google reviews Maureen has written across all businesses on Google Maps, not just this one.
Meetings with a former wealth management company was often a confusing and stressful experience. But from the moment I met Patrice Cresci and Nicolle Wilson at Team Hewins I knew meetings about financial matters would never hold the same dread again. Discussing finances is now a welcomed experience thanks to Nicolle. I value her friendly and approachable demeanor and I trust in her advice and expertise.
Response from the owner · 10 months ago
Your feedback is genuinely appreciated, Maureen! Knowing that our approach and simplified process helped you feel confident and well-served means a lot to our team.
K
Karen Henehan2 reviewsiTotal number of Google reviews Karen has written across all businesses on Google Maps, not just this one.
We have been working with Team Hewins for 5 years. We were just getting into retirement and wanted help with our investments and navigating this next phase of life. Our financial advisors there have been awesome! They are always available, thoughtful about our wants and needs, and have provided good investment advice. This has allowed us to follow our dreams for retirement and kept our portfolios healthy.
Response from the owner · 11 months ago
Thank you so much for your kind words, Karen! Knowing that your time with us has been so positive means the world. We're always striving to create an environment where every interaction leaves you feeling valued and well-cared for, and we're thrilled that resonated.
J
Jory Des Jardins4 reviewsiTotal number of Google reviews Jory has written across all businesses on Google Maps, not just this one.
I was introduced to Patrice Cresci by my CPA a few years ago. My husband and I had been seeking an advisor for a while, but we had conflicting views on how we wanted to structure the relationship. Patrice immediately put as at ease. We went through an assessment of our individual risk tolerances which gave us both some perspective and helped us align on our priorities. From there, Patrice, supported by the amazing Zac Riera helped us plan and allocate our portfolio accordingly. I appreciate that Patrice does not come from a place of what we should do for our family financial picture; she looks at our priorities and strategizes how to support it. The team support has been great as well. Once we were onboarded it was easy. Their management process is very transparent and clear. Wish I'd started working with them years ago!
Response from the owner · 11 months ago
Your kind words truly capture what we aim for, Jory! It's incredibly fulfilling to know our client-first approach that strategizes how to support your priorities made your experience not just good, but truly exceptional. We believe in going beyond expectations, and we're delighted that it resonated with you.
L
Louisa Sandow4 reviewsiTotal number of Google reviews Louisa has written across all businesses on Google Maps, not just this one.
Patrice and the entire team at Team Hewins are amazing! They are there for whatever I need and walk me through everything thoroughly and patiently. I am so happy that I partnered with them!
Response from the owner · 11 months ago
Thanks for taking the time to leave a review, Louisa! We appreciate your support and are always here to help with your financial goals.
J
Jennifer LuongLocal Guide · 12 reviewsiTotal number of Google reviews Jennifer has written across all businesses on Google Maps, not just this one.
I've been able to stay the course with Team Hewins by my side, who's helped me manage my money to meet my goals. My financial advisor has been extremely helpful through my big life transitions this year, which includes a job change and buying a house. Her attention to detail leaves me feeling confident in my finances and saves me tons of time/energy from researching it on my own - on top of knowing that mistakes aren't made.
Response from the owner · a year ago
Wonderful to hear, Jennifer! We strive to make every interaction valuable, and your feedback confirms we're on the right track. Thank you for taking the time to share.
L
Lisa H. Turner5 reviewsiTotal number of Google reviews Lisa has written across all businesses on Google Maps, not just this one.
My husband and I value our advisors at Team Hewins very much. Clari and Carolyn have helped us manage our money and stay true to our personal values every step of the way. As someone who knew very little about money management and the stock market going into our partnership with Team Hewins, I have found their approach to be a breath of fresh air. Information is presented clearly, options are laid out, and I feel onboarded as opposed to spoken down to. I am very comfortable asking questions, and I'm pleased to say that Clari and Carolyn make me want to learn more about the process! I sincerely appreciate working with such smart, savvy, and kind women.
Response from the owner · a year ago
So glad we could exceed your expectations, Lisa! We're committed to delivering top-notch service, and it's stories like yours that reinforce our dedication.
B
Brenda Miller2 reviewsiTotal number of Google reviews Brenda has written across all businesses on Google Maps, not just this one.
We have been working with Shelby Miller and Team Hewins since June 2023. We have the highest praise and confidence in Shelby.
She is professional and always puts our financial wellbeing first.
Response from the owner · a year ago
Thank you for highlighting Shelby, Brenda! We're incredibly proud of our team members who consistently go the extra mile. We'll be sure to pass on your kind words. It's truly our pleasure to serve clients like you, and your feedback reaffirms the care we pour into everything we do.
S
Shoshana Helman9 reviewsiTotal number of Google reviews Shoshana has written across all businesses on Google Maps, not just this one.
It has been such a relief to have Team Hewins manage my financial affairs for the past 5 years! They came highly recommended by friends who successfully trusted them with their finances for 20 years before that, so their track record is proven. I especially appreciate their modeling of future projections, close management of my portfolio and inclusion of my preferences in their financial recommendations. My personal advisors meet with me regularly and answer any questions that arise in the interim immediately. I find the team's ability to explain complex financial issues in simple language very helpful and have enjoyed many educational newsletters and seminars that the company has provided. Lastly, they have been able to connect me with an excellent estate attorney, accountant and insurance provider in the community when I was struggling to find the best representation in these areas. I've paid it forward by recommending Team Hewins to several of my friends, which is the best endorsement I can offer!
Response from the owner · a year ago
Thank you for this fantastic review, Shoshana! Knowing we could contribute to your success and peace of mind is incredibly rewarding for us. We appreciate you choosing us!
