Benjamin Lewinter
Lewinter Wealth Advisors · Boynton Beach, Florida
Benjamin Lewinter is a fee-only financial advisor at Lewinter Wealth Advisors in Boynton Beach, Florida. Benjamin charges a percentage of assets and a one-time planning fee (one-time plans from $3,000 and a $1,000,000 asset minimum).
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Facts
| Firm | Lewinter Wealth Advisors |
|---|---|
| Based in | Boynton Beach, Florida |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $3,000 · A $1,000,000 asset minimum |
| Assets under management | $162.5M across 261 accounts |
| SEC registration | Investment adviser representative in NY · CRD 8266397 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.lewinterwealthadvisors.com |
How Benjamin's firm compares
- A one-time plan starts at $3,000, above the Florida median of $2,500 for fee-only firms that publish prices.
- Lewinter Wealth Advisors's average account is about $623,000, from its Form ADV (assets managed divided by 261 accounts).
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Questions about Benjamin
Is Benjamin Lewinter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Lewinter Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin charges a percentage of assets and a one-time planning fee.
How much does Benjamin charge?
According to Lewinter Wealth Advisors's website, checked October 30, 2026: one-time plans from $3,000; a $1,000,000 asset minimum.
Where is Benjamin Lewinter based?
Benjamin Lewinter is based in Boynton Beach, Florida.
Is Benjamin Lewinter registered with the SEC?
Yes. Benjamin Lewinter is registered as an investment adviser representative in NY (CRD 8266397), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lewinter Wealth Advisors manage?
Lewinter Wealth Advisors reports $162.5M across 261 accounts in assets under management.
How do I contact Benjamin Lewinter?
Through Benjamin's website, www.lewinterwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Lewinter Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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