Coral Springs, FL Office
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Kris Lewicki & Associates, LLC
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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.
Based on Kris Lewicki & Associates, LLC
Expertise
Based on Kris Lewicki & Associates, LLC
Location
7401 Wiles Road, Suite 323
Coral Springs FL 33067
Advisors at this office
2
Advisors at this office
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.
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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