Lewis Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$6,000

“Additionally, Lewis Wealth Management, LLC also charges a flat annual advisory fee of $6,000.”

Annual fee

$2,400/yr

“Ongoing Financial Planning Ongoing Financial Planning consists of an annual fee of $2,400 per year.”

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

How Lewis Wealth Management, LLC bills

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

• “Occasionally, a client may prefer to pay by check or electronic funds transfer.”
• “Accounts initiated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “The annual fee rate is negotiable and is paid in advance on a quarterly basis.”

How Lewis Wealth Management, LLC’s fees compare

• Its flat or project fee of $6,000 is above the Indiana median of $5,000. 68% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 1 of the 6 other planners in Carmel that publish a flat or project fee charge less.
• Its annual fee of $2,400 is below the Indiana median of $5,000. 8% of the 36 other Indiana planners that publish an annual fee charge less.
• None of the 5 other planners in Carmel that publish an annual fee charge less.

About Lewis Wealth Management, LLC

• Principal: Kevin Lewis
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

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

1% a year

Minimum

$900 minimum fee (stated in brochure)

Clients

95

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$42,269,773

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289065

Website

lewiswealthmanagement.net (opens in new tab)

Phone

(317) 503-3680

Can advise clients in 2 states: Illinois, Indiana

Other planners in Carmel that publish fees

• Catalyze Wealth ManagementCarmel$4,800⁠-⁠$15,000/yr
• Circle City Wealth Management LLCCarmel$500⁠-⁠$5,000
• Fortitude Private WealthCarmel$300/hr, $3,000⁠-⁠$10,000
• Fortress Capital AdvisorsCarmel$7,500⁠-⁠$15,000/yr
• Integrated Investment Strategies,inc.Carmel$3,500/yr
• Keystone Financial Advisory, LLCCarmel$180/hr

Compare all 27 planners in Carmel