Kris Lewicki & Associates, LLC

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Client assets under management

$89,300,000

Clients

36% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,539,655

About

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.

Client services

Financial planning Portfolio management

Expertise

Wealth management Retirement income strategy Business succession planning

Occupation focus

Founder/Business Owner Executive

Demographic focus

Mid-Career Professionals Approaching retirement

Fee options

Fixed

Flat fee may be offered for financial plan design in limited instances

Percentage

$0 - $500,000: 1.20% $500,001 - $1,000,000: 0.90% $1,000,001 - $5,000,000: 0.70% $5,000,001+: 0.40%

Project-based

$250 per hour for financial planning services

Other

Account minimum: $250,000 Minimum fee: $3,000 minimum annual fee ($750 per quarter), may be waived or reduced Fee-only: Fee-only registered investment adviser; no commissions received for portfolio management

Main office location

Kris Lewicki & Associates, LLC

7401 Wiles Road, Suite 323

Coral Springs FL 33067, United States

Number of offices

Most active in

Florida · North Carolina · Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram YouTube Website 954-324-3550

Advisors at this firm

Travis L

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.

Wealth management Retirement income strategy Business succession planning Founder/Business Owner Executive Mid-Career Professionals Approaching retirement

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.

Wealth management Retirement income strategy Business succession planning Founder/Business Owner Executive Mid-Career Professionals Approaching retirement

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.

Wealth management Retirement income strategy Business succession planning Founder/Business Owner Executive Mid-Career Professionals Approaching retirement

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