Lewis Financial, LLC
SEC RegisteredFinancial Planning for the long road ahead
About the firm
Lewis Financial is committed to building deep and lasting client relationships built on trust and integrity. They collaborate with each client to develop and implement a financial plan designed to achieve their unique goals and dreams, providing investment management and strategic wealth planning tailored to individual needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset Management, Retirement Planning, Estate Planning, Tax Planning, Charitable Giving, and Education Planning.
Who they serve
Individuals at all stages of life and career — from those starting families, the employed who are planning for retirement, and retirees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 195 | $42M |
| High Net Worth Individuals | 58 | $90M |
| Charitable Organizations | 1 | $1.5M |
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.25% |
| $500,001 to $5,000,000 | 1.00% |
| Above $5,000,000 | 0.00% |
Data as of February 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lewis Financial, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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