Kris Lewicki & Associates, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kris Lewicki & Associates is a fee-only, fiduciary registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individual clients, including high-net-worth households. The firm manages roughly $96 million for about 58 clients through a three-advisor team.
The firm combines fundamental and quantitative analysis to construct diversified portfolios across equities, fixed income, mutual funds and ETFs, and it may implement tactical allocation shifts with cash used as a tactical asset. KLA also employs a broader set of instruments — including leveraged and inverse ETFs/ETNs, derivatives and short sales — and manages accounts on a discretionary-only basis.
Several operational features distinguish the firm from many peers: it manages sub-accounts of fee-based variable annuities and offers fee-based insurance policy analysis through a licensed advisor, arrangements that introduce different conflicts and coordination needs than typical fee-only RIAs. Its custody and billing practices likewise include less-common elements — for example, incorporating margin loan balances into asset calculations and accommodating standing transfer authorizations — which prospective clients should review when comparing firms.
Client services
Expertise
Fee options
Occasionally flat fees offered for financial planning, as disclosed in Financial Planning Agreement
$0 - $500,000: 1.20% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $5,000,000: 0.70% annually $5,000,001+: 0.40% annually
$250 per hour for financial planning services
Account minimum: $250,000 Minimum fee: $3,000 minimum annual fee (billed $750 quarterly), may be waived or reduced at discretion; applies especially to accounts below $250,000 Fee-only: Portfolio management and financial planning fees charged only; no commissions received
Main office
See office7401 Wiles Road, Suite 323
Coral Springs FL 33067
Advisors at this office
2
Offices (2)
Most active in
Florida · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Travis L
CFP®, Series 65
Coral Springs, FL
Kris Lewicki & Associates, LLC
Travis Lewicki is a financial advisor at Kris Lewicki & Associates, LLC with six years of industry experience. He holds a Series 65 designation and has worked at the firm since 2019, with prior experience at ADT LLC and Riverland Staffins Solutions, LLC. Outside of advising, he manages Marian Lewicki Group, LLC, a business entity handling operational costs for his business services. Kris Lewicki & Associates, LLC is a fee-only registered investment adviser serving primarily individual clients, including high-net-worth households, through discretionary portfolio management and comprehensive financial planning. The firm employs a strategic wealth management process combining fundamental and quantitative analysis to construct diversified portfolios and offers specialized services such as management of variable annuity sub-accounts.
Eric L
Series 65
Orlando, FL
Kris Lewicki & Associates, LLC
Eric Lewicki is a financial advisor at Kris Lewicki & Associates, LLC with a Series 65 credential. He joined the firm in 2025 and has prior work experience at Ravago Americas from 2018 to 2025. Outside of his advisory role, he manages Eric Martin Group, LLC, a non-investment-related entity that supports his operational costs. Kris Lewicki & Associates, LLC is a fee-only registered investment adviser serving individual clients, including high-net-worth households, through discretionary portfolio management and comprehensive financial planning. The firm employs a strategic wealth management process combining fundamental and quantitative analysis to construct diversified portfolios, and it manages approximately $83.6 million in discretionary assets.
Kristof L
CFP®, ChFC®, Series 63
Coral Springs, FL
Kris Lewicki & Associates, LLC
Kristof Lewicki is a financial advisor with Kris Lewicki & Associates, LLC in Coral Springs, FL. He holds the CFP®, ChFC®, and Series 63 designations and has 29 years of industry experience. His prior work includes a five-year tenure at Emerald Asset Advisors, LLC. Kris Lewicki & Associates, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management and comprehensive financial planning. The firm employs a strategic wealth management approach that combines fundamental and quantitative analysis to construct diversified portfolios, offering services such as tactical allocations, alternative instruments, and management of variable annuity sub-accounts.
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