# Bernard Lanigan

> Bernard Lanigan is a fee-only financial advisor at Southeast Asset Advisors in Thomasville, Georgia. Bernard focuses on family wealth transfer. Southeast Asset Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bernard-lanigan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Southeast Asset Advisors
- **Based in:** Thomasville, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $4.20B across 1,356 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 2942282 (https://adviserinfo.sec.gov/individual/summary/2942282)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 65 (1997)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** http://www.assetadvisor.com

## Frequently asked questions

### Is Bernard Lanigan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bernard holds no broker registration, and Southeast Asset Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bernard charge for financial advice?

Bernard's firm, Southeast Asset Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Bernard Lanigan based?

Bernard Lanigan is based in Thomasville, Georgia.

### What does Bernard specialize in?

Bernard's specialties include family wealth transfer. Bernard works with multi-generational families.

### Is Bernard Lanigan registered with the SEC?

Yes. Bernard Lanigan is registered as an investment adviser representative in GA (CRD 2942282), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Southeast Asset Advisors manage?

Southeast Asset Advisors reports $4.20B across 1,356 accounts in assets under management.

### How do I contact Bernard Lanigan?

Through Bernard's website, www.assetadvisor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2942282): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.assetadvisor.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.