Michael Scott
CORE Wealth Advisors · Lakeland, Florida
Michael Scott is a fee-only financial advisor at CORE Wealth Advisors in Lakeland, Florida, who holds the CFA credential. Michael focuses on retirement planning, estate & legacy planning and retirement with concentrated positions. CORE Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
- Multi-generational families
Facts
| Firm | CORE Wealth Advisors |
|---|---|
| Based in | Lakeland, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $702.1M across 1,288 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL · CRD 6402002 |
| Exams passed | Series 65 (2014) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.corewealth.com |
| Profile |
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Questions about Michael
Is Michael Scott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and CORE Wealth Advisors 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, CORE Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Scott based?
Michael Scott is based in Lakeland, Florida.
What does Michael specialize in?
Michael's specialties include retirement planning, estate & legacy planning and retirement with concentrated positions. Michael works with retirees, pre-retirees, mid-life transitions and multi-generational families.
What credentials does Michael Scott hold?
Michael Scott holds the CFA credential.
Is Michael Scott registered with the SEC?
Yes. Michael Scott is registered as an investment adviser representative in FL (CRD 6402002), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CORE Wealth Advisors manage?
CORE Wealth Advisors reports $702.1M across 1,288 accounts in assets under management.
How do I contact Michael Scott?
Through Michael's website, www.corewealth.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
- CORE Wealth 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.
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