Delcena Lewis
Delcena Lewis is a registered investment advisor at Rd Lewis Wealth Management, based in Maitland, FL, with 15 years of industry experience. Delcena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 451 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RD Lewis Wealth Management charges a percentage of your portfolio's value each quarter. The specific percentage depends on the size and complexity of your account, with higher fees for relationships with multiple investment objectives or frequent rebalancing needs. Some legacy clients may have different fee arrangements. These fees do not include brokerage, custody, or other related expenses.
Location
253 North Orlando Avenue, Suite 302, Maitland, FL, 32751
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Delcena works as an independent insurance agent, dedicating minimal time to this activity.
Employment History
Current Registrations
Rd Lewis Wealth Management
Previous Registrations
Independent Financial Partners
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.