Finding a Top Financial Advisor Firm in Lakeland, FL
You’ll have access to many different advisor firms in Lakeland, Florida, but it’s important that you choose the most suitable advisor. To help you with your search, we’ve created a list of the area’s top firms, which we based on assets under management (AUM), advisory services, fee structure and more. You can also use SmartAsset’s free financial advisor matching tool to get in touch with up to three advisors who serve your area.
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||Core Wealth Advisors, Inc. Find an Advisor||$410,700,707||No set account minimum|| || |
Minimum AssetsNo set account minimum
|2||Wall Advisors, Inc. Find an Advisor||$185,983,843||Varies based on account type|| || |
Minimum AssetsVaries based on account type
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What We Use in Our Methodology
To find the top financial advisors in Lakeland, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- Age of FirmFirms that have been in business longer are ranked higher.
All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.
Core Wealth Advisors
Fee-only firm Core Wealth Advisors provides various advisory services to individuals, high-net-worth individuals and retirement plans. The firm has advisors who are certified financial planners (CFPs), certified public accountants (CPAs) and chartered retirement plans specialists (CRPSs).
Core Wealth primarily charges asset-based fees for investment management, with fixed fees and hourly fees used for financial planning. The firm doesn’t impose a minimum account size requirement.
Core Wealth Advisors Background
Founded in 2013, Core Wealth is owned by Charles Foss. The firm’s advisory services consist of portfolio management, financial planning, selection of other advisors and tax preparation.
Core Wealth’s financial planning services also delve into additional areas of wealth management, including:
- Estate planning
- Risk management
- Budgeting and cash flow controls
- Retirement planning
- Education funding
- Investment portfolio design
Core Wealth Advisors Investment Strategy
Core Wealth’s investment strategies include long-term purchases and short-term purchases. Long-term purchases are securities purchased with the expectation that they’ll be held for at least a year. Short-term purchases are typically sold within a year.
Core Wealth mainly invests in mutual funds, exchange-traded funds, individual bonds and fixed income investments. The firm will incorporate individual stocks if requested by the client, or if they’re transferred in for tax purposes.
Wall Advisors, Inc. (WAI) provides services to individual as well as institutional clients, including high-net-worth individuals, non-high-net-worth individuals, pensions, profit-sharing plans, corporations and other businesses. Account minimums vary based on account type.
The relatively small advisory team at this fee-based firm holds various advanced certifications among them: certified financial planner (CFP), certified public accountant (CPA) and personal finance specialist (PFS). While the firm has no broker-dealer affiliation, management persons may own securities products that they recommend to clients. Additionally, one or more of the firm’s advisors may be licensed CPAs and may receive compensation for providing such services. This may present a conflict of interest, but the firm is a fiduciary and must act in clients' best interests.
Wall Advisors Background
WAI was establshed in 2003. Its sole direct owner is Hosler Lee Wall III.
The firm asset management services, financial planning services, investment consultations, retirement plan services and solicitation of third-party managers to its clients.
Wall Advisors Investing Strategy
WAI may use any or all of the following methods of analysis when putting together investment advice:
- Fundamental analysis
- Technical analysis
- Cyclical analysis
- Monitoring investment cycles and trends
While the firm does not recommend any particular type(s) of securities as part of its advisory services, it uses a frequent trading strategy for its clients (which may result in increased brokerage and other transaction costs and taxes).