Michael Lantz
Lantz Financial · Naperville, Illinois
Michael Lantz is a fee-only financial advisor at Lantz Financial in Naperville, Illinois, who holds the CFP credential. Lantz Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Lantz Financial |
|---|---|
| Based in | Naperville, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $994.1M across 3,250 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, IL, TX · CRD 2099896 |
| Exams passed | Series 63 (1990) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.lantzteam.com |
How Michael's firm compares
- Lantz Financial's average account is about $306,000, from its Form ADV (assets managed divided by 3,250 accounts).
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Questions about Michael
Is Michael Lantz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Lantz Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Lantz Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Lantz based?
Michael Lantz is based in Naperville, Illinois.
What credentials does Michael Lantz hold?
Michael Lantz holds the CFP credential.
Is Michael Lantz registered with the SEC?
Yes. Michael Lantz is registered as an investment adviser representative in FL, IL and TX (CRD 2099896), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lantz Financial manage?
Lantz Financial reports $994.1M across 3,250 accounts in assets under management.
How do I contact Michael Lantz?
Through Michael's website, www.lantzteam.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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