# Bruce Lacey

> Bruce Lacey is a fee-only financial advisor at De Groote Financial Group in Thousand Oaks, California. De Groote Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** De Groote Financial Group
- **Based in:** Thousand Oaks, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.22B across 2,346 accounts
- **Works with:** Founders, Executives, Retirees
- **CRD:** 2853490 (https://adviserinfo.sec.gov/individual/summary/2853490)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1997), Series 65 (1997)
- **Firm size:** 9 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.degrootefinancial.com

## Frequently asked questions

### Is Bruce Lacey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bruce holds no broker registration, and De Groote Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bruce charge for financial advice?

Bruce's firm, De Groote Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Bruce Lacey based?

Bruce Lacey is based in Thousand Oaks, California.

### Is Bruce Lacey registered with the SEC?

Yes. Bruce Lacey is registered as an investment adviser representative in CA and TX (CRD 2853490), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does De Groote Financial Group manage?

De Groote Financial Group reports $1.22B across 2,346 accounts in assets under management.

### How do I contact Bruce Lacey?

Through Bruce's website, www.degrootefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2853490): 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://degrootefinancial.com/): specialties, clients served, and fees, checked October 30, 2026

---

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