Samuel Lewis
SJL Financial · Wilmington, Delaware
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.
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Facts
| Firm | SJL Financial |
|---|---|
| Based in | Wilmington, Delaware |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in DE, TX · CRD 7416897 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wecanplanforthat.com |
| Profile |
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Questions about Samuel
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.
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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