Carol Landaeta
RD Lewis Wealth Management · Maitland, Florida
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.
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Specialties
Facts
| Firm | RD Lewis Wealth Management |
|---|---|
| Based in | Maitland, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $256.8M across 852 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7400792 |
| Exams passed | Series 65 (2026) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | rdlewiswealthmanagement.com |
How Carol's firm compares
- RD Lewis Wealth Management's average account is about $301,000, from its Form ADV (assets managed divided by 852 accounts).
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Questions about Carol
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.
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
- RD Lewis Wealth Management 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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