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CFP

Christina Fransckiewich

The Lewis Financial Group
17 Years of Experience
Ashburn, VA
View SEC Summary
View SEC Summary

Christina Fransckiewich is a CFP-designated registered investment advisor at The Lewis Financial Group, based in Ashburn, VA, with 17 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Divorce Planning, and 8 more. Their firm serves 308 clients with $480M in assets under management.

The Lewis Financial Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
308 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$482.4M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual advisory fee for the wrap fee program is 1.50%. Program fees through Adhesion are up to 1.75%. Programs through Wells Fargo Advisors range from 1.25% to 1.75% depending on the program. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

20755 Williamsport Place, Suite 140, Ashburn, VA, 20147

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christina is a notary public in Virginia since 2021, providing notary services. This requires minimal time and is not investment-related.

Employment History
Current Registrations
The Lewis Financial Group
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
July 2011 - November 2021 · 10 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2011 - November 2021 · 10 yrs 4 mos
Morgan Stanley Smith Barney LLC
September 2009 - August 2011 · 1 yr 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2011 · 2 yrs 2 mos
Citigroup Global Markets INC.Broker
May 2009 - July 2009 · 2 mos
Securian Financial Services, INC.Broker
March 2009 - April 2009 · 1 mo
State Registrations1 state
VA
Advisor

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.

Exams
No exam information available for this advisor.
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