# Panos Grivakis

> Panos Grivakis is a fee-only financial advisor at Lakewood Financial Group in Newport Beach, California. Panos focuses on founders (pre-exit), equity compensation and family wealth transfer. Lakewood Financial Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/panos-grivakis/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Lakewood Financial Group
- **Based in:** Newport Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Fees (firm's website):** a $1,000,000 asset minimum
- **Assets under management (firm):** $90.6M across 131 accounts
- **Specialties:** Founders (pre-exit), Equity compensation, Family wealth transfer
- **Works with:** Founders, High earners, Multi-generational families
- **CRD:** 4825403 (https://adviserinfo.sec.gov/individual/summary/4825403)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2007), Series 65 (2025)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.lakewoodfg.com

## Frequently asked questions

### Is Panos Grivakis a fee-only financial advisor?

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

### How does Panos charge for financial advice?

Panos's firm, Lakewood Financial Group, reports charging a percentage of assets on its SEC Form ADV.

### How much does Panos charge?

According to Lakewood Financial Group's website, checked October 30, 2026: a $1,000,000 asset minimum.

### Where is Panos Grivakis based?

Panos Grivakis is based in Newport Beach, California.

### What does Panos specialize in?

Panos's specialties include founders (pre-exit), equity compensation and family wealth transfer. Panos works with founders, high earners and multi-generational families.

### Is Panos Grivakis registered with the SEC?

Yes. Panos Grivakis is registered as an investment adviser representative in PA (CRD 4825403), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lakewood Financial Group manage?

Lakewood Financial Group reports $90.6M across 131 accounts in assets under management.

### How do I contact Panos Grivakis?

Through Panos's website, www.lakewoodfg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4825403): 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
- The firm's website (https://lakewoodfg.com/): specialties, clients served, and fees, checked October 30, 2026

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