Michael Lewis
Lewis Advisory Group · San Diego, California
Michael Lewis is a fee-only financial advisor at Lewis Advisory Group in San Diego, California. Lewis Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Lewis Advisory Group |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $73.5M across 53 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1237233 |
| Exams passed | Series 63 (1984) · Series 65 (1995) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.lewisadvisorygroup.com |
How Michael's firm compares
- Lewis Advisory Group's average account is about $1.4 million, from its Form ADV (assets managed divided by 53 accounts).
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Questions about Michael
Is Michael Lewis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Lewis Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Lewis Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Lewis based?
Michael Lewis is based in San Diego, California.
Is Michael Lewis registered with the SEC?
Yes. Michael Lewis is registered as an investment adviser representative in CA (CRD 1237233), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lewis Advisory Group manage?
Lewis Advisory Group reports $73.5M across 53 accounts in assets under management.
How do I contact Michael Lewis?
Through Michael's website, www.lewisadvisorygroup.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
- 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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