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Financial planning in Lakeland, FL

8 advisers in Lakeland offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 8

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 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