Firm
Hunter Lewis
Crozet, Virginia
Fee-only
Hunter Lewis at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 2 advisors are listed here; all hold the CFA.
- Its Form ADV reports 7 employees and 13 individual clients, 8 of them high net worth.
- Its average account is about $20.8 million (assets it manages divided by its 19 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Crozet, Virginia |
|---|---|
| Website | hunterlewisllc.com |
| [email protected] | |
| Phone | (434) 996-0370 |
Hunter Lewis fees
Hunter Lewis doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Assets managed | $395 million |
| Individual clients | 5 |
| High-net-worth clients | 8 |
| Accounts managed | 19 |
| Employees | 7 |
| Planning clients | 0 |
| Registered with | The SEC (801-117308) |
| Financial planning | Offered |
| Form ADV filed | April 9, 2026 |
| SEC record | CRD 304985 |