Lewis Weil
Lewis Weil · Austin, Texas
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.
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Specialties
Who they serve
- Founders
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 |
| Accepting new clients | Yes |
| Assets under management | $8.2M across 165 accounts |
| SEC registration | Investment adviser representative in CA, NY, TX · CRD 6483850 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.lewisweil.com |
| Profile |
How Lewis's firm compares
- A one-time plan starts at $500, below the Texas median of $1,575 for fee-only firms that publish prices.
- Lewis Weil's average account is about $50,000, from its Form ADV (assets managed divided by 165 accounts).
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Questions about Lewis
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.
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
- Lewis Weil 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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