Fee-OnlyFinder

Advisers in Lakeland, FL

9 advisers in Lakeland — 9 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Hourly fees (5)Flat / fixed fees (7)

All advisers

Alpha Advisors, LLC117 N Massachusetts Ave · Lakeland, FL 33801 · (863) 665-8888 · Financial planningCRD 138848 · % of assets, Hourly charges, Fixed fees · $31.8 million AUMState registeredNo commissions reportedAmerity Wealth Management, LLC4740 Cleveland Heights Boulevard, Suite 5 · Lakeland, FL 33813 · (863) 683-1750 · Financial planningCRD 322265 · % of assets, Hourly charges, Fixed fees · $338.8 million AUMSEC registeredNo commissions reportedCapstone Wealth Management Corp.5120 S. Lakeland Drive, Suite 1 · Lakeland, FL 33813 · (866) 596-9886 · Financial planningCRD 165359 · % of assets, Fixed fees, Performance-based fees · $109.4 million AUMSEC registeredNo commissions reportedCore Wealth Advisors, INC.124 South Florida Avenue, 4th Floor · Lakeland, FL 33801 · (863) 904-4745 · Financial planningCRD 174386 · % of assets, Hourly charges, Fixed fees · $702.1 million AUMSEC registeredNo commissions reportedCps Investment Advisors205 East Orange Street #310 · Lakeland, FL 33801 · (863) 688-1725 · Financial planningCRD 104914 · % of assets, Fixed fees · $2.9 billion AUMSEC registeredNo commissions reportedGreenbridge Partners LLC3700 Airfield Dr West · Lakeland, FL 33811 · (863) 688-5938 · Financial planningCRD 304445 · % of assets, Hourly charges, Fixed fees · $433.1 million AUMSEC registeredNo commissions reportedHenley Advisors, LLC5300 S. Florida Avenue, Suite 4 · Lakeland, FL 33813 · (863) 797-4996 · % of assets managedCRD 281983 · % of assets, Other · $6.5 million AUMState registeredNo commissions reportedHurlburt Financial5125 S. Lakeland Drive #4 · Lakeland, FL 33813 · (863) 701-9717 · Financial planningCRD 152173 · % of assets · $70.0 million AUMState registeredNo commissions reportedJames I. Black & Company311 South Florida Avenue · Lakeland, FL 33801 · (863) 686-4163 · Financial planningCRD 1249 · % of assets, Hourly charges, Fixed fees · $144.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Lakeland? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.