Karl Schwartz
CPA, CFP®
Team Hewins
Principal, Senior Financial Advisor, Regional Director
Karl Schwartz
CPA, CFP®
Team Hewins
Principal, Senior Financial Advisor, Regional Director
We will prioritize your issues and take care of them at a manageable pace. - Karl Schwartz, CPA, CFP®
Fee-Only Financial Planner serving clients locally in South Florida and virtually across the country.
Karl Schwartz is a fee-only CFP ® professional providing objective financial planning and investment management services as a fiduciary. He specializes in financial planning for divorced and widowed women as well as equity compensation and tax planning strategies for high-income earners. At Team Hewins, we collaborate with your CPA, attorney, and other professionals to help coordinate your financial life. Because we are looking to form long-term relationships with clients, we generally charge an ongoing asset-based fee that covers all of our financial and investment management work. Additionally, we work with professionals who are still actively building their wealth and have a different pricing approach for those situations.
Karl Schwartz, CPA, CFP ®, Principal and Senior Financial Advisor with over 17 years of experience— I help my clients navigate their financial situation through comprehensive financial planning. We will take one step at a time, prioritize your issues, and take care of them at a manageable pace. I graduated from the University of Wisconsin, La Crosse, with a B.S. in Accounting, and since then, I've thrived on easing financial stress for my clients. As far back as high school, I was working the numbers to see what would be needed to build a retirement nest egg. Additionally, I've written articles for and been quoted in major publications, including Morningstar, Barron's, CNBC, MarketWatch, and Yahoo! Finance. Learn more about Karl Schwartz...
Things to know:
- Complimentary consultation at the beginning of the process.
- We meet with clients on their terms - in the office or online.
- Our goal is to build long-term relationships with our clients by providing proactive, smart, and flexible services
- Each client is supported by a primary advisor and our client service team, so your day-to-day service issues can be handled with ease.
- We are 100% employee-owned (by 11 principals), with no outside investors or private equity.
- We seek to create a "one-stop-shop" experience, coordinating with your other professional advisors.
- The services we provide are most beneficial to clients with more complex financial needs; our minimum client size is $1 million in assets managed.
Karl Schwartz is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Team Hewins is an independent, fee-only financial planning and investment advisory firm with $2.7 billion in assets under management and advisement. Led by CEO Roger Hewins and a team of eight other Principals, Team Hewins offers clients proactive financial leadership, providing personalized financial planning and investment services. Team Hewins is focused on easing financial stress for busy clients and providing forward-looking ideas and financial advice that empowers clients to make well-considered decisions.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Advice with Ongoing Management
- College Education Planning
- Tax Planning
- Divorce Planning
Ideal Clients
- Business Owners
- Corporate Executives
- Divorcees
- Entrepreneurs
- High Net Worth Clients
Working Together
- % of Managed Assets
- Monthly Planning Fee
- In-Office Meetings
- Virtual Meetings
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Karl Schwartz is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Karl Schwartz is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Karl Schwartz is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Team Hewins is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
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Karl Schwartz is Quoted on Barrons: "Hurricane Season Is in Full Swing. It’s Not Too Late for Advisors to Make an Emergency Plan"
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Karl Schwartz is Quoted on Barrons: "Enhanced Child Tax Credits Are Coming. What Advisors Need to Know."
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Karl Schwartz is Quoted on CNBC: "Inheriting an individual retirement account? Here’s how to avoid a tax bomb"
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Karl Schwartz is Quoted on Barrons: "Get a Job in Retirement. It’ll Help Your Wealth—and Your Health."
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Karl Schwartz is Quoted on Yahoo Finance: "Rich Americans switch up money plans to soften Biden's proposed tax hikes"
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Karl Schwartz is Quoted on NerdWallet.com: "How to Give Stock as a Gift (And Why Tax Pros Like The Idea)"
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Karl Schwartz is Mentioned on Cision PR Newswire: "Team Hewins Separates from Hewins Financial Advisors to Focus on Serving Family Wealth"
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Karl Schwartz is Quoted on Smart Path: "4 Uses of an Advisor"
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Karl Schwartz is Quoted in Financial Planning Magazine: "IRS Posts New Limits for 2015 Retirement Plan Contributions"
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Karl Schwartz is Quoted on NextAdvisor: "Home Equity Loans Can Be Tax Deductible — Depending on How You Use Them"
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Karl Schwartz is Quoted in MarketWatch: "You can give stocks as a gift, and there are tax benefits, too."
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Karl Schwartz is Quoted on FinancialAdvisorIQ: "Using Tax-Advantaged Bonds in Times of Low Yield"
Contact Karl Schwartz
Office Locations:
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2255 Glades Road
Suite 226A
Boca Raton, FL 33431 -
4400 Biscayne Blvd
Suite 514
Miami, FL 33137
