Benjamin Greenman
CORE Wealth Advisors · Lakeland, Florida
Benjamin Greenman is a fee-only financial advisor at CORE Wealth Advisors in Lakeland, Florida, who holds the CFP credential. Benjamin focuses on retirement planning, estate & legacy planning and retirement with concentrated positions. CORE Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
- Multi-generational families
Facts
| Firm | CORE Wealth Advisors |
|---|---|
| Based in | Lakeland, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $702.1M across 1,288 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 7809109 |
| Exams passed | Series 65 (2023) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.corewealth.com |
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Questions about Benjamin
Is Benjamin Greenman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and CORE Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin's firm, CORE Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Benjamin Greenman based?
Benjamin Greenman is based in Lakeland, Florida.
What does Benjamin specialize in?
Benjamin's specialties include retirement planning, estate & legacy planning and retirement with concentrated positions. Benjamin works with retirees, pre-retirees, mid-life transitions and multi-generational families.
What credentials does Benjamin Greenman hold?
Benjamin Greenman holds the CFP credential.
Is Benjamin Greenman registered with the SEC?
Yes. Benjamin Greenman is registered as an investment adviser representative in FL (CRD 7809109), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CORE Wealth Advisors manage?
CORE Wealth Advisors reports $702.1M across 1,288 accounts in assets under management.
How do I contact Benjamin Greenman?
Through Benjamin's website, www.corewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- CORE Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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