Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Lakeland is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Lakeland & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Lakeland, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and non-vetted financial advisors in Lakeland, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Lakeland, Florida have an average of 22 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
CPS INVESTMENT ADVISORS 205 East Orange Street #310, Lakeland, FL, 33801-4611 | 104914 | $1,988,218,796 | 7080 | A Percentage of AUM, Fixed Fees |
AGAMERICA LENDING LLC 4030 South Pipkin Rd., Lakeland, FL, 33811 | 164866 | $1,392,000,000 | 2 | A Percentage of AUM, Performance Based |
CORE WEALTH ADVISORS, INC. 124 South Florida Avenue, 4th Floor Lakeland, FL, 33801 | 174386 | $411,948,858 | 829 | A Percentage of AUM, Hourly charges, Fixed Fees |
JAMES I. BLACK & COMPANY 311 South Florida Avenue, Lakeland, FL, 33801 | 1249 | $133,303,451 | 141 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (NEGOTIABLE) |
CAPSTONE WEALTH MANAGEMENT CORP. 5120 S. Lakeland Drive, Suite 1 Lakeland, FL, 33813 | 165359 | $123,249,968 | 347 | A Percentage of AUM, Fixed Fees, Performance Based |
GREENBRIDGE PARTNERS LLC 3700 Airfield Dr West, Lakeland, FL, 33811 | 304445 | $115,412,683 | 310 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
AMERITY WEALTH MANAGEMENT, LLC 4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL, 33813 | 322265 | $53,271,000 | 288 | A Percentage of AUM, Hourly charges, Fixed Fees |
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