Tommy Lewis
FIRST Financial Group · North Palm Beach, Florida
Tommy Lewis is a fee-only financial advisor at FIRST Financial Group in North Palm Beach, Florida, who holds the ChFC credential. FIRST Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | FIRST Financial Group |
|---|---|
| Based in | North Palm Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $317.0M across 1,026 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in FL, NC, TX · CRD 1964734 |
| Exams passed | Series 63 (1990) · Series 65 (1999) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.ffgplanning.com |
| Profile |
How Tommy's firm compares
- FIRST Financial Group's average account is about $309,000, from its Form ADV (assets managed divided by 1,026 accounts).
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Questions about Tommy
Is Tommy Lewis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tommy holds no broker registration, and FIRST Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tommy charge for financial advice?
Tommy's firm, FIRST Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Tommy work with clients virtually?
Yes. FIRST Financial Group says on its website that it works with clients remotely.
Where is Tommy Lewis based?
Tommy Lewis is based in North Palm Beach, Florida.
What credentials does Tommy Lewis hold?
Tommy Lewis holds the ChFC credential.
Is Tommy Lewis registered with the SEC?
Yes. Tommy Lewis is registered as an investment adviser representative in FL, NC and TX (CRD 1964734), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does FIRST Financial Group manage?
FIRST Financial Group reports $317.0M across 1,026 accounts in assets under management.
How do I contact Tommy Lewis?
Through Tommy's website, www.ffgplanning.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
- FIRST Financial Group 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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