Frederick Lane
Lane Generational · Palm Beach, Florida
Frederick Lane is a fee-only financial advisor at Lane Generational in Palm Beach, Florida. Lane Generational reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Lane Generational |
|---|---|
| Based in | Palm Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $139.3M across 86 accounts |
| SEC registration | Investment adviser representative in FL, MA, TX · CRD 1469843 |
| Exams passed | Series 63 (2002) · Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.lanegenerational.com |
| Profile |
How Frederick's firm compares
- Lane Generational's average account is about $1.6 million, from its Form ADV (assets managed divided by 86 accounts).
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Questions about Frederick
Is Frederick Lane a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Frederick holds no broker registration, and Lane Generational reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Frederick charge for financial advice?
Frederick's firm, Lane Generational, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Frederick Lane based?
Frederick Lane is based in Palm Beach, Florida.
Is Frederick Lane registered with the SEC?
Yes. Frederick Lane is registered as an investment adviser representative in FL, MA and TX (CRD 1469843), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lane Generational manage?
Lane Generational reports $139.3M across 86 accounts in assets under management.
How do I contact Frederick Lane?
Through Frederick's website, www.lanegenerational.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
- 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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