Lewis Weil Co.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,200,000
Clients
98
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
98
Very HighAverage account size
$63,265
About
The firm provides comprehensive financial planning and discretionary portfolio management to individual households and families, serving retail clients without a stated account minimum. Its stated planning work covers retirement planning, cash flow and debt management, college savings, estate and incapacity planning, insurance review, and business‑related consulting.
The firm’s investment approach emphasizes passive, asset‑class allocation using index mutual funds and ETFs, with a focus on low turnover and tax efficiency and client education as part of the planning process. It also offers ESG/SRI portfolio options and implements portfolios primarily through a recommended digital custodian, including specific SRI fund recommendations intended to align investments with client values.
Noteworthy distinctions include the firm’s recent formation in 2024, its practice of directing clients to a recommended custodian rather than permitting client‑directed brokerage, and the fact that it does not vote client proxies (clients retain proxy voting responsibility). Reporting is centered on written financial plans and ad hoc reviews rather than routine performance reporting, and the firm explicitly integrates business‑owner and employee benefits optimization into its planning services.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Debt management
Social Security optimization
Fee options
One-time setup fee of $600
1% annually, billed monthly in arrears (1%/12 per month)
Main office location
Lewis Weil Co.
3600 Lyons Rd
Austin TX 78702, United States
Number of offices
1
Most active in
Lewis Weil Co. has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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