Samuel Lewis is a ChFC-designated registered investment advisor at Sjl Financial LLC, based in Wilmington, DE, with 4 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Gen X, Insurance Planning, and 4 more. Their firm serves 4 clients.
Compensation
Firm Size
IM Fee
Fee Structure
SJL Financial offers ongoing financial planning for an upfront fee of $2,500 for single clients or $3,500 for couples, plus $500 per quarter. This includes developing, implementing, and monitoring a financial plan, with annual reviews and updates. The fee may be negotiable.
SJL Financial offers project-based financial planning for a fixed fee between $2,500 and $3,500, depending on the complexity and needs of the client. This covers topics like retirement planning, risk management, college savings, and estate planning. The fee is negotiable.
Contact
Samuel Lewis
Location
Wilmington, DE
Get directionsHistory
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 Activities
Samuel is the Recruiting Superintendent for the Delaware Air National Guard, starting in 2012. This role takes about full-time hours, with a significant portion occurring during securities trading hours.
Employment History
Current Registrations
Sjl Financial LLC
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.
Exams