Firm
Lighthouse Financial
Saint Petersburg, Florida
Fee-only
Lighthouse Financial at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 132 individual clients, 48 of them high net worth.
- Its average account is about $2.2 million (assets it manages divided by its 337 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Saint Petersburg, Florida |
|---|---|
| Website | lighthousefinancial.info |
| Phone | (727) 490-5797 |
Lighthouse Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|
In the firm's words
"the minimum asset requirement for Asset Management Supervisory services is $500,000" source
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $756 million |
| Individual clients | 84 |
| High-net-worth clients | 48 |
| Accounts managed | 337 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-128475) |
| Financial planning | Offered |
| Form ADV filed | September 14, 2026 |
| SEC record | CRD 137277 |