Janice Deringer
Lake Oswego, Oregon, 97035
Member Since 2010
At Hewins Financial Advisors, LLC, our core principles of Trust, Transparency and Discipline are incorporated into every aspect of our firm and its operations. This is at the heart of our proven process and is the basis of our dedicated, client-centered approach. Hewins’ high level of support and client focus, combined with our extensive resources and comprehensive investment advisory and financial planning services, can assist you with protecting and growing your wealth. We offer fee-only, objective advice and are committed to serving you in a manner consistent with our fiduciary responsibilities.
My Location
Background Information
Years of Financial Experience
- 22
Education
- University of California at Berkeley (M.B.A., Concentration in Finance)
- Willamette University (B.S. in Economics and Political Science)
Methods of Compensation
- Financial Planning: Fixed fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Schwab Institutional
Types of Financial Reports
- Performance Report (Monthly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them semi-annually, annually and upon request
- I review my clients' investment portfolios with them monthly, quarterly, semi-annually, annually and upon request
Registration & Licensing
- CRD/IARD Number: 1413867
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Hewins Financial Advisors, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Visit Website - http://www.hewinsfinancial.com
