Derek Stross
CORE Wealth Advisors · Lakeland, Florida
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
- Multi-generational families
Facts
| Firm | CORE Wealth Advisors |
|---|---|
| Based in | Lakeland, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $702.1M across 1,288 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in FL · CRD 7652201 |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.corewealth.com |
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Questions about Derek
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.
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
- CORE Wealth Advisors 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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