Lewis Asset Management fees and pricing

Financial planner in Lafayette, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated May 20, 2026, Lewis Asset Management charges a flat or project fee of $7,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $7,500; “The rate for creating client financial plans is $7,500.”

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

“Households subject to the minimum fee will continue ADV PART 2 A BROCHURE PAGE 5 OF 13 to be billed $1,500 annually until the combined household account value reaches a level at which the percentage-based advisory fee exceeds the minimum.”
“In certain circumstances, fees may be negotiable.”
“Copies of the fee invoices will be mailed to you as required.”

Its flat or project fee of $7,500 is above the California median of $5,000. 71% of the 796 other California planners that publish a flat or project fee charge less.
3 of the 4 other planners in Lafayette that publish a flat or project fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 276
Employees: 5
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $387,050,385
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 143409
Website: instagram.com/lewisam_cares (opens in new tab)
Phone: (925) 284-4033

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.