# Lew Christman

> Lew Christman is a fee-only financial advisor at Christman Fiancial Advisors LLC in Macungie, Pennsylvania, who holds the CFP credential. Lew charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $1,800 a year and 1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/lew-christman/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Christman Fiancial Advisors LLC
- **Based in:** Macungie, Pennsylvania
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $1,800 a year; 1% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $35.8M across 334 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees, Early-career professionals
- **CRD:** 5419680 (https://adviserinfo.sec.gov/individual/summary/5419680)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 65 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://christmanfinancial.com

## Frequently asked questions

### Is Lew Christman a fee-only financial advisor?

Yes. Lew Christman is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lew's firm.

### How does Lew charge for financial advice?

Lew charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Lew charge?

According to Christman Fiancial Advisors LLC's website, checked October 28, 2026: ongoing planning from $1,800 a year; 1% a year on the first tier of assets managed.

### Does Lew work with clients virtually?

Yes. Christman Fiancial Advisors LLC says on its website that it works with clients remotely.

### Where is Lew Christman based?

Lew Christman is based in Macungie, Pennsylvania.

### What does Lew specialize in?

Lew's specialties include retirement planning, tax planning and estate & legacy planning. Lew works with pre-retirees, retirees and early-career professionals.

### What credentials does Lew Christman hold?

Lew Christman holds the CFP credential.

### Is Lew Christman registered with the SEC?

Yes. Lew Christman is registered as an investment adviser representative in PA and TX (CRD 5419680), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Christman Fiancial Advisors LLC manage?

Christman Fiancial Advisors LLC reports $35.8M across 334 accounts in assets under management.

### How do I contact Lew Christman?

Through Lew's website, christmanfinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/lew-christman-10503): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.christmanfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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