Advisor at Constant CashFlow, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Constant CashFlow, LLC
Location
Savannah, GA
Credentials
Series 65
Industry experience
< 1 year
Brett Lewis is a Series 65-licensed financial advisor with Constant CashFlow, LLC in Savannah, GA. He has been with the firm since 2025 and has prior experience at Mohawk Industries dating back to 2012. In addition to his advisory role, he is licensed to sell insurance. Constant CashFlow, LLC provides portfolio management and financial planning services to individuals and high-net-worth clients. The firm uses a blend of charting, fundamental, quantitative, and technical analysis with a focus on equities, ETFs, fixed income, and selected alternatives, and offers financial planning primarily on a one-time basis with hourly billing.
Based on Constant CashFlow, LLC
Fixed fees for financial plans range from $2,000 to $4,000.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
$150 to $300 per hour depending on scope and complexity.
Savannah, GA
Georgia
Constant CashFlow, LLC
2025 - Present (1 year)
Mohawk Industries
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Savannah, GA
Upland Capital Management, LLC
Series 65
Bluffton, SC
DWT Financial
Series 63, Series 65
Savannah, GA
Tidewater Wealth Advisors
Series 65
Bluffton, SC
Zimmer Capital Management LLC
Series 63, Series 65
Bluffton, SC
Strategic Investment Solutions, LLC
CFA®, Series 63
Savannah, GA
VDB Wealth
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")