# Samuel Lewis

> Samuel Lewis is a fee-only financial advisor at SJL Financial in Wilmington, Delaware, who holds the CFP and ChFC credentials. SJL Financial reports charging hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** SJL Financial
- **Based in:** Wilmington, Delaware
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Credentials:** CFP, ChFC
- **CRD:** 7416897 (https://adviserinfo.sec.gov/individual/summary/7416897)
- **SEC registration:** Investment adviser representative in DE, TX
- **Exams passed:** Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.wecanplanforthat.com

## Frequently asked questions

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

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

### How does Samuel charge for financial advice?

Samuel's firm, SJL Financial, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Samuel Lewis based?

Samuel Lewis is based in Wilmington, Delaware.

### What credentials does Samuel Lewis hold?

Samuel Lewis holds the CFP and ChFC credentials.

### Is Samuel Lewis registered with the SEC?

Yes. Samuel Lewis is registered as an investment adviser representative in DE and TX (CRD 7416897), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Samuel Lewis?

Through Samuel's website, www.wecanplanforthat.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7416897): 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.