William Lewis
W.H. Lewis Financial · Eugene, Oregon
William Lewis is a fee-only financial advisor at W.H. Lewis Financial in Eugene, Oregon, who holds the CFP credential. William focuses on retirement planning and estate & legacy planning. W.H. Lewis Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | W.H. Lewis Financial |
|---|---|
| Based in | Eugene, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $540K across 7 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 5688108 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.whlewisfinancial.com |
How William's firm compares
- W.H. Lewis Financial's average account is about $77,000, from its Form ADV (assets managed divided by 7 accounts).
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Questions about William
Is William Lewis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and W.H. Lewis Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, W.H. Lewis Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is William Lewis based?
William Lewis is based in Eugene, Oregon.
What does William specialize in?
William's specialties include retirement planning and estate & legacy planning.
What credentials does William Lewis hold?
William Lewis holds the CFP credential.
Is William Lewis registered with the SEC?
Yes. William Lewis is registered as an investment adviser representative in OR (CRD 5688108), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does W.H. Lewis Financial manage?
W.H. Lewis Financial reports $540K across 7 accounts in assets under management.
How do I contact William Lewis?
Through William's website, www.whlewisfinancial.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
- W.H. Lewis Financial 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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