Firm
W.H. Lewis Financial
Eugene, Oregon
Fee-only
W.H. Lewis Financial at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 7 individual clients.
- Its average account is about $77,000 (assets it manages divided by its 7 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Eugene, Oregon |
|---|---|
| Website | whlewisfinancial.com |
| [email protected] | |
| Phone | (541) 870-0389 |
W.H. Lewis Financial fees
W.H. Lewis Financial 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 | Percentage of assets · Hourly |
|---|---|
| Assets managed | $1 million |
| Individual clients | 7 |
| Accounts managed | 7 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 30, 2022 |
| SEC record | CRD 282122 |