RD Lewis Wealth Management fees and pricing

Financial planner in Maitland, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated September 28, 2026, RD Lewis Wealth Management charges $125⁠-⁠$250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $125⁠-⁠$250/hr; “RD Lewis offers financial planning services at an hourly rate ranging from $125 to $250.”

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

“Fees for Advisory Services Investment Management Services Investment management fees are paid monthly, in advance of each calendar month, based on the market value of assets under management at the end of the prior calendar month.”
“The investment management fee in the first calendar month of service is prorated to the inception date of the account[s] to the end of the first month.”
“Investment advisory fees are negotiable at the sole discretion of the Advisor.”

Its hourly rate of $125-$250 is below the Florida median of $288. 13% of the 372 other Florida planners that publish an hourly rate charge less.
None of the 2 other planners in Maitland that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 451
Employees: 8
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $256,787,908
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 156073
Website: twitter.com/RDLewisWealthM1 (opens in new tab)
Phone: (407) 446-3737

Can advise clients in 4 states: Florida, Georgia, Texas, Virginia

Is something on this page wrong or out of date?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.