A complete list of active advisors currently associated with Kris Lewicki & Associates, LLC
Warmer can help you find a great advisor at Kris Lewicki & Associates, LLC or one who fits your needs even better.
Kris Lewicki & Associates, LLC is a fee‑only, fiduciary registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individual clients and families. As of December 31, 2025 the firm reported about $95.8 million in discretionary AUM across roughly 58 client relationships supported by a three‑advisor team, and it also offers management of fee‑based variable annuity sub‑accounts. The firm describes a strategic wealth‑management approach that combines broad asset allocation frameworks (including core‑satellite, Modern Portfolio Theory and periodic rebalancing) with tactical adjustments when market conditions warrant. Portfolios may include mutual funds, ETFs and fixed income as well as alternative exposures — including leveraged/inverse ETFs and ETNs, derivatives and short sales — and all management is conducted on a discretionary basis. Distinctive features noted in the brochure include a relatively small client base per advisor and professional credentials among principals (CFP/ChFC/CASL), along with a principal’s state insurance license to provide fee‑based insurance analysis (an arrangement the firm discloses as a potential conflict). The firm custodians assets at Charles Schwab and receives certain economic benefits from that relationship, bills AUM quarterly with a $3,000 minimum, may include cash and certain margin loan balances in account valuation, and accepts standing letters of authorization under specified safeguards.
To learn more about the advisors currently working at Kris Lewicki & Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Orlando, FL
| 0
| |
Coral Springs, FL
| 30
| |
Coral Springs, FL
| 6
|
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