Panos Grivakis
Lakewood Financial Group · Newport Beach, California
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.
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Specialties
Who they serve
- Founders
- High earners
- Multi-generational families
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 | $90.6M across 131 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4825403 |
| Exams passed | Series 63 (2007) · Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.lakewoodfg.com |
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Questions about Panos
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.
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
- Lakewood Financial Group 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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