# Lewis Weil

> Lewis Weil is a fee-only financial advisor at Lewis Weil in Austin, Texas. Lewis charges a percentage of assets and a one-time planning fee (one-time plans from $500 and 1% a year on the first tier of assets managed) and focuses on small business owners and family wealth transfer.

Page: https://find.wellspent.co/advisors/lewis-weil/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Lewis Weil
- **Based in:** Austin, Texas
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $500; 1% a year on the first tier of assets managed; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $8.2M across 165 accounts
- **Specialties:** Small business owners, Family wealth transfer
- **Works with:** Founders
- **CRD:** 6483850 (https://adviserinfo.sec.gov/individual/summary/6483850)
- **SEC registration:** Investment adviser representative in CA, NY, TX
- **Exams passed:** Series 65 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.lewisweil.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Lewis holds no broker registration, and Lewis Weil 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 charges a percentage of assets and a one-time planning fee.

### How much does Lewis charge?

According to Lewis Weil's website, checked October 30, 2026: one-time plans from $500; 1% a year on the first tier of assets managed; no asset minimum.

### Does Lewis work with clients virtually?

Yes. Lewis Weil says on its website that it works with clients remotely.

### Where is Lewis Weil based?

Lewis Weil is based in Austin, Texas.

### What does Lewis specialize in?

Lewis's specialties include small business owners and family wealth transfer. Lewis works with founders.

### Is Lewis Weil registered with the SEC?

Yes. Lewis Weil is registered as an investment adviser representative in CA, NY and TX (CRD 6483850), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lewis Weil manage?

Lewis Weil reports $8.2M across 165 accounts in assets under management.

### How do I contact Lewis Weil?

Through Lewis's website, www.lewisweil.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6483850): 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
- The firm's website (https://www.lewisweil.com/): specialties, clients served, and fees, checked October 30, 2026

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