# Dorothy Lewis

> Dorothy Lewis is a fee-only financial advisor at Financial Insights Wealth Management in Tacoma, Washington, who holds the CFP credential. Financial Insights Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dorothy-lewis/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Financial Insights Wealth Management
- **Based in:** Tacoma, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $746.7M across 768 accounts
- **Credentials:** CFP
- **CRD:** 1042516 (https://adviserinfo.sec.gov/individual/summary/1042516)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 63 (1982)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** http://financialinsights.com

## Frequently asked questions

### Is Dorothy Lewis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dorothy holds no broker registration, and Financial Insights Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Dorothy charge for financial advice?

Dorothy's firm, Financial Insights Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Dorothy Lewis based?

Dorothy Lewis is based in Tacoma, Washington.

### What credentials does Dorothy Lewis hold?

Dorothy Lewis holds the CFP credential.

### Is Dorothy Lewis registered with the SEC?

Yes. Dorothy Lewis is registered as an investment adviser representative in TX and WA (CRD 1042516), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Financial Insights Wealth Management manage?

Financial Insights Wealth Management reports $746.7M across 768 accounts in assets under management.

### How do I contact Dorothy Lewis?

Through Dorothy's website, financialinsights.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1042516): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.