David Lewinter
Lewinter Wealth Advisors · Boynton Beach, Florida
David Lewinter is a fee-only financial advisor at Lewinter Wealth Advisors in Boynton Beach, Florida, who holds the ChFC credential. David 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 |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in FL, NJ, NY, TX · CRD 5872749 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.lewinterwealthadvisors.com |
How David'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 David
Is David Lewinter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?
David charges a percentage of assets and a one-time planning fee.
How much does David 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 David Lewinter based?
David Lewinter is based in Boynton Beach, Florida.
What credentials does David Lewinter hold?
David Lewinter holds the ChFC credential.
Is David Lewinter registered with the SEC?
Yes. David Lewinter is registered as an investment adviser representative in FL, NJ, NY and TX (CRD 5872749), 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 David Lewinter?
Through David'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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