Kevin Lewis
Lewis Wealth Management · Carmel, Indiana
Kevin Lewis is a fee-only financial advisor at Lewis Wealth Management in Carmel, Indiana. Kevin charges a percentage of assets (1% a year on the first tier of assets managed and a $200,000 asset minimum) and focuses on tax planning and retirement planning.
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Specialties
Facts
| Firm | Lewis Wealth Management |
|---|---|
| Based in | Carmel, Indiana |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $200,000 asset minimum |
| Works virtually | Yes |
| Assets under management | $42.3M across 312 accounts |
| SEC registration | Investment adviser representative in IL, IN, TX · CRD 6406190 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | lewiswealthmanagement.net |
How Kevin's firm compares
- Lewis Wealth Management's average account is about $135,000, from its Form ADV (assets managed divided by 312 accounts).
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Questions about Kevin
Is Kevin Lewis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Lewis Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin charges a percentage of assets.
How much does Kevin charge?
According to Lewis Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $200,000 asset minimum.
Does Kevin work with clients virtually?
Yes. Lewis Wealth Management says on its website that it works with clients remotely.
Where is Kevin Lewis based?
Kevin Lewis is based in Carmel, Indiana.
What does Kevin specialize in?
Kevin's specialties include tax planning and retirement planning.
Is Kevin Lewis registered with the SEC?
Yes. Kevin Lewis is registered as an investment adviser representative in IL, IN and TX (CRD 6406190), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lewis Wealth Management manage?
Lewis Wealth Management reports $42.3M across 312 accounts in assets under management.
How do I contact Kevin Lewis?
Through Kevin's website, lewiswealthmanagement.net.
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
- 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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