# Carol Landaeta

> Carol Landaeta is a fee-only financial advisor at RD Lewis Wealth Management in Maitland, Florida. Carol focuses on retirement planning. RD Lewis Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** RD Lewis Wealth Management
- **Based in:** Maitland, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $256.8M across 852 accounts
- **Specialties:** Retirement planning
- **CRD:** 7400792 (https://adviserinfo.sec.gov/individual/summary/7400792)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2026)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://rdlewiswealthmanagement.com/

## Frequently asked questions

### Is Carol Landaeta a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carol holds no broker registration, and RD Lewis Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Carol charge for financial advice?

Carol's firm, RD Lewis Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Carol Landaeta based?

Carol Landaeta is based in Maitland, Florida.

### What does Carol specialize in?

Carol's specialties include retirement planning.

### Is Carol Landaeta registered with the SEC?

Yes. Carol Landaeta is registered as an investment adviser representative in FL (CRD 7400792), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does RD Lewis Wealth Management manage?

RD Lewis Wealth Management reports $256.8M across 852 accounts in assets under management.

### How do I contact Carol Landaeta?

Through Carol's website, rdlewiswealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7400792): 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.rdlewiswealthmanagement.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.