# Lucas Pavlatos

> Lucas Pavlatos is a fee-only financial advisor at Wincap Financial in Danvers, Massachusetts, who holds the CFP credential. Wincap Financial reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/lucas-pavlatos/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Wincap Financial
- **Based in:** Danvers, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $223.1M across 624 accounts
- **Credentials:** CFP
- **CRD:** 6722736 (https://adviserinfo.sec.gov/individual/summary/6722736)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (2017), Series 65 (2017)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://wincapfinancial.com

## Frequently asked questions

### Is Lucas Pavlatos a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lucas holds no broker registration, and Wincap Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lucas charge for financial advice?

Lucas's firm, Wincap Financial, reports charging a percentage of assets on its SEC Form ADV.

### Where is Lucas Pavlatos based?

Lucas Pavlatos is based in Danvers, Massachusetts.

### What credentials does Lucas Pavlatos hold?

Lucas Pavlatos holds the CFP credential.

### Is Lucas Pavlatos registered with the SEC?

Yes. Lucas Pavlatos is registered as an investment adviser representative in MA (CRD 6722736), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wincap Financial manage?

Wincap Financial reports $223.1M across 624 accounts in assets under management.

### How do I contact Lucas Pavlatos?

Through Lucas's website, wincapfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6722736): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.