Firm
Lewis Weil
Austin, Texas
Fee-only
Lewis Weil at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 103 individual clients.
- Its average account is about $50,000 (assets it manages divided by its 165 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | lewisweil.com |
| Phone | (512) 577-2177 |
Lewis Weil 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 $500 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"There is a one time setup charge of $500" source
"an ongoing 1% annual investment management fees" source
"There is no asset minimum." source
"an ongoing 1% annual investment management fees (on the investments I help you with directly)" 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 | $8 million |
| Individual clients | 103 |
| Accounts managed | 165 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | May 29, 2026 |
| SEC record | CRD 332194 |