# Derek Stross

> Derek Stross is a fee-only financial advisor at CORE Wealth Advisors in Lakeland, Florida, who holds the PFS credential. Derek focuses on retirement planning, estate & legacy planning and retirement with concentrated positions. CORE Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** CORE Wealth Advisors
- **Based in:** Lakeland, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $702.1M across 1,288 accounts
- **Credentials:** PFS
- **Specialties:** Retirement planning, Estate & legacy planning, Retirement with concentrated positions
- **Works with:** Retirees, Pre-retirees, Mid-life transitions, Multi-generational families
- **CRD:** 7652201 (https://adviserinfo.sec.gov/individual/summary/7652201)
- **SEC registration:** Investment adviser representative in FL
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.corewealth.com

## Frequently asked questions

### Is Derek Stross a fee-only financial advisor?

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

### How does Derek charge for financial advice?

Derek's firm, CORE Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Derek Stross based?

Derek Stross is based in Lakeland, Florida.

### What does Derek specialize in?

Derek's specialties include retirement planning, estate & legacy planning and retirement with concentrated positions. Derek works with retirees, pre-retirees, mid-life transitions and multi-generational families.

### What credentials does Derek Stross hold?

Derek Stross holds the PFS credential.

### Is Derek Stross registered with the SEC?

Yes. Derek Stross is registered as an investment adviser representative in FL (CRD 7652201), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does CORE Wealth Advisors manage?

CORE Wealth Advisors reports $702.1M across 1,288 accounts in assets under management.

### How do I contact Derek Stross?

Through Derek's website, www.corewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7652201): 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.corewealth.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.