Lewis Weil Co.

Howdy

I’m Lewis Weil, I am a financial planner and investment advisor. I live in Austin, Texas with my wife, daughter, and pets. I am involved in the arts, volunteer with environmental projects, and love using my years of experience to help people. At Lewis Weil Co., I help people plan their financial lives.

Money is inextricably tied to our daily life and longterm decisions. Working with me means having an experienced partner to navigate challenging decisions in an unsure world.

Clients work with me to plan the little things and the big things. Whether it is navigating the household budget or the family business. I help people buy their first house and welcome home their children. I help people pick investments and figure out if they can afford a puppy. I help people start their businesses and help family businesses transition through generations.

I want to be there to help you get through the challenging times and celebrate the good.

Let’s connect!

Email me: lewis@lewisweil.com

Book a free intro call: my calendar

Financial Planning

What you get, is me! My clients have regular, scheduled one-on-one financial planning meetings with me. These are often working sessions to take care of to-do items. Additionally my calendar is open to clients ad hoc, and I am available by email, phone, and text.

Typically my financial planning clients are individuals, couples, and family households. I often work with artists, engineers, creatives, self-employed people, parents, those looking to get organized and optimized, and those who could use an accountability partner.

Often clients want manage the budget, get out of debt, build savings, start or manage their own business, save for retirement, buy a home, take a sabbatical, plan a wedding, have a kid, or want another set of eyes on the finances. You know, life stuff!

Our relationship starts with an an intro call to learn more about y’all and see if my services will be helpful. Then we do a data gathering session to learn more about your current finances, debt management, cash, investments, businesses, childcare, and goals. I’ll propose a spending strategy that respects your real life and your goals. We’ll review current on ongoing investments. We work together goal-by-goal. Together we’ll build a plan that balances the financial math and personal priorities

Clients tend to work with me on an ongoing basis but there is no commitment. I am in Austin and work with clients coast-to-coast and around the world!

Fees

There is a one time setup charge of $600 (which can be spread out over multiple payments) and an ongoing 1% annual investment management fees (on the investments I help you with directly) billed in monthly for the duration of the relationship. See “ADV Part 2” below for details.

There is no asset minimum. I want to help you build financial security and wealth. Fees are negotiable. I am here to help!