Lakeland Wealth Management, LLC at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 80 individual clients, 31 of them high net worth.
- Its average account is about $286,000 (assets it manages divided by its 127 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Memphis, Tennessee |
|---|---|
| Website | lakelandwealth.com |
Questions about Lakeland Wealth Management, LLC
How is Lakeland Wealth Management, LLC paid?
Lakeland Wealth Management, LLC's Form ADV says it is paid by: percentage of assets, fixed fees, performance-based fees.
How many advisors does Lakeland Wealth Management, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Lakeland Wealth Management, LLC.
What is the average account at Lakeland Wealth Management, LLC?
Lakeland Wealth Management, LLC's average account is about $286,000. That's the assets on its Form ADV divided by its 127 accounts.
What does Lakeland Wealth Management, LLC specialize in?
Lakeland Wealth Management, LLC's advisors and website list retirement planning.
Lakeland Wealth Management, LLC fees
Lakeland Wealth Management, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, flat fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $36 million |
| Individual clients | 49 |
| High-net-worth clients | 31 |
| Accounts managed | 127 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 173831 |