Bernard Lanigan
Southeast Asset Advisors · Thomasville, Georgia
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.
Request an introduction to Bernard →
Specialties
Who they serve
- Multi-generational families
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 | $4.20B across 1,356 accounts |
| SEC registration | Investment adviser representative in GA · CRD 2942282 |
| Exams passed | Series 65 (1997) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.assetadvisor.com |
How Bernard's firm compares
- Southeast Asset Advisors's average account is about $3.1 million, from its Form ADV (assets managed divided by 1,356 accounts).
Request an introduction to Bernard
Tell Bernard a little about what you're looking for. Bernard isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Bernard
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.
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
- Southeast Asset 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.
See something wrong? Request a correction. Read our methodology.