# Lewis Coffey

> Lewis Coffey is a fee-only financial advisor at Windsor Capital Management in Bloomington, Minnesota. Windsor Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/lewis-coffey/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Windsor Capital Management
- **Based in:** Bloomington, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $703.4M across 1,204 accounts
- **CRD:** 4346851 (https://adviserinfo.sec.gov/individual/summary/4346851)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 65 (2013)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.moneyuncomplicated.net

## Frequently asked questions

### Is Lewis Coffey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lewis holds no broker registration, and Windsor Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lewis charge for financial advice?

Lewis's firm, Windsor Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Lewis Coffey based?

Lewis Coffey is based in Bloomington, Minnesota.

### Is Lewis Coffey registered with the SEC?

Yes. Lewis Coffey is registered as an investment adviser representative in MN (CRD 4346851), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Windsor Capital Management manage?

Windsor Capital Management reports $703.4M across 1,204 accounts in assets under management.

### How do I contact Lewis Coffey?

Through Lewis's website, www.moneyuncomplicated.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4346851): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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