Lacy Redwine
Conservest Capital Advisors · Wynnewood, Pennsylvania
Lacy Redwine is a fee-only financial advisor at Conservest Capital Advisors in Wynnewood, Pennsylvania. Conservest Capital Advisors reports charging a percentage of assets on its Form ADV.
Request an introduction to Lacy →
Who they serve
- Ultra high net worth
- Multi-generational families
- Founders
Facts
| Firm | Conservest Capital Advisors |
|---|---|
| Based in | Wynnewood, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.92B across 303 accounts |
| SEC registration | Investment adviser representative in PA · CRD 7430841 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | conservest.com |
How Lacy's firm compares
- Conservest Capital Advisors's average account is about $6.4 million, from its Form ADV (assets managed divided by 303 accounts).
Request an introduction to Lacy
Tell Lacy a little about what you're looking for. Lacy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lacy
Is Lacy Redwine a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lacy holds no broker registration, and Conservest Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lacy charge for financial advice?
Lacy's firm, Conservest Capital Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Lacy Redwine based?
Lacy Redwine is based in Wynnewood, Pennsylvania.
Is Lacy Redwine registered with the SEC?
Yes. Lacy Redwine is registered as an investment adviser representative in PA (CRD 7430841), 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 Conservest Capital Advisors manage?
Conservest Capital Advisors reports $1.92B across 303 accounts in assets under management.
How do I contact Lacy Redwine?
Through Lacy's website, conservest.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
- Conservest Capital 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.
See something wrong? Request a correction. Read our methodology.