Dorothy Lewis
Financial Insights Wealth Management · Tacoma, Washington
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.
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Facts
| Firm | Financial Insights Wealth Management |
|---|---|
| Based in | Tacoma, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $746.7M across 768 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 1042516 |
| Exams passed | Series 63 (1982) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | financialinsights.com |
How Dorothy's firm compares
- Financial Insights Wealth Management's average account is about $972,000, from its Form ADV (assets managed divided by 768 accounts).
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Questions about Dorothy
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.
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
- 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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