Bruce Lacey
De Groote Financial Group · Thousand Oaks, California
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.
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Who they serve
- Founders
- Executives
- Retirees
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 | $1.22B across 2,346 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2853490 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.degrootefinancial.com |
How Bruce's firm compares
- De Groote Financial Group's average account is about $518,000, from its Form ADV (assets managed divided by 2,346 accounts).
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Questions about Bruce
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.
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
- De Groote Financial Group 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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