Firm
Lewis Wealth Management
Carmel, Indiana
Fee-only
Lewis Wealth Management at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 95 individual clients, 14 of them high net worth.
- Its average account is about $135,000 (assets it manages divided by its 312 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Carmel, Indiana |
|---|---|
| Website | lewiswealthmanagement.net |
| Phone | (317) 503-3680 |
Lewis Wealth Management 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $200,000 |
| How it charges | Percentage of assets |
In the firm's words
"$200,000 - $1,000,000 1.00%" source
"$200,000 - $1,000,000 1.00%" source
"The standard advisory fee is based on the market value of the assets under management (AUM)" 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 · Fixed fees |
|---|---|
| Assets managed | $42 million |
| Individual clients | 81 |
| High-net-worth clients | 14 |
| Accounts managed | 312 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | January 5, 2026 |
| SEC record | CRD 289065 |