Lew Christman
Christman Fiancial Advisors LLC · Macungie, Pennsylvania
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Early-career professionals
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 |
| Accepting new clients | Yes |
| Assets under management | $35.8M across 334 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 5419680 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | christmanfinancial.com |
| Profile |
How Lew's firm compares
- Ongoing planning starts at $1,800 a year, below the Pennsylvania median of $3,600 for fee-only firms that publish prices.
- Christman Fiancial Advisors LLC's average account is about $107,000, from its Form ADV (assets managed divided by 334 accounts).
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Questions about Lew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Christman Fiancial Advisors LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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