Kiel Lewis
Eminence WM · Orlando, Florida
Kiel Lewis is a fee-only financial advisor at Eminence WM in Orlando, Florida. Kiel focuses on retirement planning, tax planning and estate & legacy planning. Eminence WM reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Eminence WM |
|---|---|
| Based in | Orlando, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $35.0M across 251 accounts |
| SEC registration | Investment adviser representative in FL · CRD 8145710 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | eminencewm.com |
How Kiel's firm compares
- Eminence WM's average account is about $139,000, from its Form ADV (assets managed divided by 251 accounts).
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Questions about Kiel
Is Kiel Lewis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kiel holds no broker registration, and Eminence WM reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kiel charge for financial advice?
Kiel's firm, Eminence WM, reports charging a percentage of assets on its SEC Form ADV.
Where is Kiel Lewis based?
Kiel Lewis is based in Orlando, Florida.
What does Kiel specialize in?
Kiel's specialties include retirement planning, tax planning and estate & legacy planning. Kiel works with retirees and pre-retirees.
Is Kiel Lewis registered with the SEC?
Yes. Kiel Lewis is registered as an investment adviser representative in FL (CRD 8145710), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Eminence WM manage?
Eminence WM reports $35.0M across 251 accounts in assets under management.
How do I contact Kiel Lewis?
Through Kiel's website, eminencewm.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
- Eminence WM 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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