Eric Lewicki
Kris Lewicki & Associates · Coral Springs, Florida
Eric Lewicki is a fee-only financial advisor at Kris Lewicki & Associates in Coral Springs, Florida. Kris Lewicki & Associates reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Kris Lewicki & Associates |
|---|---|
| Based in | Coral Springs, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $95.8M across 225 accounts |
| SEC registration | Investment adviser representative in FL, NC, TX · CRD 8133873 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.krislewickiandassociates.com |
How Eric's firm compares
- Kris Lewicki & Associates's average account is about $426,000, from its Form ADV (assets managed divided by 225 accounts).
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Questions about Eric
Is Eric Lewicki a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Kris Lewicki & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Kris Lewicki & Associates, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Eric Lewicki based?
Eric Lewicki is based in Coral Springs, Florida.
Is Eric Lewicki registered with the SEC?
Yes. Eric Lewicki is registered as an investment adviser representative in FL, NC and TX (CRD 8133873), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kris Lewicki & Associates manage?
Kris Lewicki & Associates reports $95.8M across 225 accounts in assets under management.
How do I contact Eric Lewicki?
Through Eric's website, www.krislewickiandassociates.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Coral Springs
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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