Kris Lewicki & Associates, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial planning services are offered on a non-negotiable hourly rate of $250 and, in limited instances, a flat fee may be offered for the design of a financial plan.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Kris Lewicki & Associates, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Billing Your account will be billed quarterly in advance based on the fair market value for the portion of your portfolio that falls within each tier of our fee schedule.”
• “As your portfolio value exceeds into the next tier level, either through additional deposits or asset growth, the amount of assets above the fee-break will be billed the corresponding annual fee rate.”
• “Require up to one-half the fee to be paid at the time the Agreement is signed, with the remaining balance due upon completion of the financial plan10.”

How Kris Lewicki & Associates, LLC’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Coral Springs that publish an hourly rate charge less.

About Kris Lewicki & Associates, LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

58

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$95,800,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

156536

Website

KrisLewickiandAssociates.com (opens in new tab)

Phone

(954) 324-3550

Can advise clients in 2 states: Florida, North Carolina

Other planners in Coral Springs that publish fees

• Client First Financial Advisors, LLCCoral Springs$250/hr, $5,000
• FR Financial Advisors LLCCoral Springs$150⁠-⁠$250/hr, $1,200⁠-⁠$5,000
• Personal Financial Profiles IncCoral Springs$250/hr
• Safety of Principle Wealth Management, LLCCoral Springs$175/hr, $250⁠-⁠$2,500

Compare all 8 planners in Coral Springs