Joseph Bartmess
LVZ · Wildwood, Missouri
Joseph Bartmess is a fee-only financial advisor at LVZ in Wildwood, Missouri. LVZ reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | LVZ |
|---|---|
| Based in | Wildwood, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.13B across 5,879 accounts |
| SEC registration | Investment adviser representative in MO, TX · CRD 2073071 |
| Exams passed | Series 63 (1990) · Series 65 (1994) |
| Firm size | 24 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.lvzadvisors.com |
How Joseph's firm compares
- LVZ's average account is about $191,000, from its Form ADV (assets managed divided by 5,879 accounts).
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Questions about Joseph
Is Joseph Bartmess a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and LVZ reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, LVZ, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Bartmess based?
Joseph Bartmess is based in Wildwood, Missouri.
Is Joseph Bartmess registered with the SEC?
Yes. Joseph Bartmess is registered as an investment adviser representative in MO and TX (CRD 2073071), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does LVZ manage?
LVZ reports $1.13B across 5,879 accounts in assets under management.
How do I contact Joseph Bartmess?
Through Joseph's website, www.lvzadvisors.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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