Fiduciary advisors in Lakeland, FL

7 registered advisers

At last count, 7 SEC-registered fiduciary firms operate out of Lakeland, Florida. Fee-only firms account for 6 of that total.

AGAMERICA LENDING LLC

Fee-Only, No ConflictsClean Record
Lakeland, FloridaCRD #164866
Typical Fee--
AUM$1.9B
Minimum--
Clients3

AMERITY WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Lakeland, FloridaCRD #322265
Typical Fee--
AUM$277M
Minimum--
Clients1,138

CAPSTONE WEALTH MANAGEMENT CORP.

Fee-OnlyAlso Compensated via Product Sales
Lakeland, FloridaCRD #165359
Typical Fee--
AUM$92M
Minimum--
Clients314

CORE WEALTH ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lakeland, FloridaCRD #174386
Typical Fee1.50%
AUM$571M
Minimum--
Clients1,053

CPS INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lakeland, FloridaCRD #104914
Typical Fee--
AUM$2.7B
Minimum--
Clients7,030

GREENBRIDGE PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lakeland, FloridaCRD #304445
Typical Fee--
AUM$255M
Minimum--
Clients517

JAMES I. BLACK & COMPANY

Also Compensated via Brokerage
Lakeland, FloridaCRD #1249
Typical Fee--
AUM$144M
Minimum--
Clients130
Fiduciary Advisors in Lakeland, Florida | FiduciaryListings