Delcena Lewis
RD Lewis Wealth Management · Maitland, Florida
Delcena Lewis is a fee-only financial advisor at RD Lewis Wealth Management in Maitland, Florida. Delcena focuses on retirement planning. RD Lewis Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | RD Lewis Wealth Management |
|---|---|
| Based in | Maitland, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $256.8M across 852 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 4468804 |
| Exams passed | Series 65 (2010) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | rdlewiswealthmanagement.com |
| Profile |
How Delcena's firm compares
- RD Lewis Wealth Management's average account is about $301,000, from its Form ADV (assets managed divided by 852 accounts).
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Questions about Delcena
Is Delcena Lewis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Delcena holds no broker registration, and RD Lewis Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Delcena charge for financial advice?
Delcena's firm, RD Lewis Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Delcena Lewis based?
Delcena Lewis is based in Maitland, Florida.
What does Delcena specialize in?
Delcena's specialties include retirement planning.
Is Delcena Lewis registered with the SEC?
Yes. Delcena Lewis is registered as an investment adviser representative in FL and TX (CRD 4468804), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RD Lewis Wealth Management manage?
RD Lewis Wealth Management reports $256.8M across 852 accounts in assets under management.
How do I contact Delcena Lewis?
Through Delcena's website, rdlewiswealthmanagement.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
- RD Lewis Wealth Management 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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