Firm
Lewinter Wealth Advisors
Boynton Beach, Florida
Fee-only
Lewinter Wealth Advisors at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the ChFC.
- Its Form ADV reports 1 employee and 85 individual clients, 29 of them high net worth.
- Its average account is about $623,000 (assets it manages divided by its 261 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Boynton Beach, Florida |
|---|---|
| Website | lewinterwealthadvisors.com |
| Phone | (973) 294-2621 |
Lewinter Wealth Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $3,000 |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"We charge between $3,000 and $10,000 to prepare a comprehensive financial plan." source
"Our minimum account opening balance is $1,000,000; however, this minimum may be waived or modified at our discretion." source
"We generally charge no more than 85 basis points (0.85%) per annum for investment management services." source
"We charge between $3,000 and $10,000 to prepare a comprehensive financial plan." source
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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $163 million |
| Individual clients | 56 |
| High-net-worth clients | 29 |
| Accounts managed | 261 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-132099) |
| Financial planning | Offered |
| Form ADV filed | July 30, 2026 |
| SEC record | CRD 155921 |