Lauren Sylvan
Cultivating Wealth · Forest Hills, New York
Lauren Sylvan is a fee-only financial advisor at Cultivating Wealth in Forest Hills, New York, who holds the CFP credential. Cultivating Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cultivating Wealth |
|---|---|
| Based in | Forest Hills, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $209.8M across 719 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, PA, TX · CRD 6974615 |
| Exams passed | Series 65 (2017) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.feeonlynetwork.com/financial-advisor/liz-sylvan |
How Lauren's firm compares
- Cultivating Wealth's average account is about $292,000, from its Form ADV (assets managed divided by 719 accounts).
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Questions about Lauren
Is Lauren Sylvan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lauren holds no broker registration, and Cultivating Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lauren charge for financial advice?
Lauren's firm, Cultivating Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lauren Sylvan based?
Lauren Sylvan is based in Forest Hills, New York.
What credentials does Lauren Sylvan hold?
Lauren Sylvan holds the CFP credential.
Is Lauren Sylvan registered with the SEC?
Yes. Lauren Sylvan is registered as an investment adviser representative in NY, PA and TX (CRD 6974615), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cultivating Wealth manage?
Cultivating Wealth reports $209.8M across 719 accounts in assets under management.
How do I contact Lauren Sylvan?
Through Lauren's website, www.feeonlynetwork.com/financial-advisor/liz-sylvan.
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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