Travis Lewicki
Kris Lewicki & Associates, LLC · Coral Springs, Florida
Travis Lewicki is a fee-only financial advisor at Kris Lewicki & Associates, LLC in Coral Springs, Florida, who holds the CFP and MBA credentials. Kris Lewicki & Associates, LLC reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Kris Lewicki & Associates, LLC |
|---|---|
| Based in | Coral Springs, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $95.8M across 225 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in FL, NC, TX · CRD 7112386 |
| Exams passed | Series 65 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
How Travis's firm compares
- Kris Lewicki & Associates, LLC's average account is about $426,000, from its Form ADV (assets managed divided by 225 accounts).
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Questions about Travis
Is Travis Lewicki a fee-only financial advisor?
Yes. Travis Lewicki is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Travis's firm.
How does Travis charge for financial advice?
Travis's firm, Kris Lewicki & Associates, LLC, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Travis Lewicki based?
Travis Lewicki is based in Coral Springs, Florida.
What credentials does Travis Lewicki hold?
Travis Lewicki holds the CFP and MBA credentials.
Is Travis Lewicki registered with the SEC?
Yes. Travis Lewicki is registered as an investment adviser representative in FL, NC and TX (CRD 7112386), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Kris Lewicki & Associates, LLC manage?
Kris Lewicki & Associates, LLC reports $95.8M across 225 accounts in assets under management.
How do I contact Travis Lewicki?
Contact details aren't on file yet. Search for Kris Lewicki & Associates, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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