Advisor at Holm & Cawley Financial Group 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
Holm & Cawley Financial Group LLC
Location
Helper, UT 84526
Credentials
Series 65
Industry experience
1 year
Shay Lewis is a financial advisor with Holm & Cawley Financial Group LLC, holding a Series 65 designation and one year of industry experience. Prior to his advisory role, he has worked extensively in the mining and manufacturing sectors, including positions at McWane Ductile and Rio Tinto - Kennecott Copper. Outside of financial advising, he is employed as a Safety Manager at McWane Ductile. Holm & Cawley Financial Group provides comprehensive financial planning and portfolio management services to individual investors and retirement plan sponsors. The firm employs a diversified investment approach based on fundamental analysis and public research, offering both long-term and short-term strategies tailored to client objectives.
Based on Holm & Cawley Financial Group LLC
Based on Holm & Cawley Financial Group LLC
Typical negotiated flat fee for legal estate planning services around $1,250
$0 - $500,000: 2.00% $500,001 - $1,500,000: 1.75% $1,500,001 - $2,500,000: 1.50% $2,500,001 - $5,000,000: 1.25% $5,000,001 - $7,500,000: 1.00% $7,500,001+: .75%
Commissions earned on insurance products recommended by licensed agent (life insurance)
Base fee of $150/hour for legal services provided by licensed attorney associated with the firm
139 S. Main Street
Helper, UT 84526
Utah
McWane Ductile
2021 - Present (5 years)
Rio Tinto - Kennecott Copper
2019 - 2021 (2 years)
Wolverine Fuels - Dugout Canyon Mine
2017 - 2019 (2 years)
Rio Tinto - Kennecott Copper
2002 - 2017 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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.
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.
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")
