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Financial Advisors

AMERITY WEALTH MANAGEMENT, LLC

Financial Advisor serving Lakeland, Florida · 1 of 8 financial advisors in the area

📍 4740 CLEVELAND HEIGHTS BOULEVARD, SUITE 5, Lakeland, Florida
📞 (863) 683-••••
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📍 4740 CLEVELAND HEIGHTS BOULEVARD, SUITE 5, Lakeland, Florida

About AMERITY WEALTH MANAGEMENT, LLC

AMERITY WEALTH MANAGEMENT, LLC is a financial advisor located in Lakeland, Florida. As a local financial advisor, they serve Lakeland and surrounding communities in Florida. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Lakeland should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Florida securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Lakeland

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Lakeland may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Lakeland

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Lakeland?
Financial Advisors in Lakeland typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Lakeland?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 8 financial advisors in Lakeland to choose from.
Does AMERITY WEALTH MANAGEMENT, LLC offer free quotes?
Contact AMERITY WEALTH MANAGEMENT, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Lakeland

Edward Jones

190 Fitzgerald Road, Lakeland, FL, 33813

JAMES I. BLACK & COMPANY

311 SOUTH FLORIDA AVENUE, LAKELAND, FL 33801

CPS INVESTMENT ADVISORS

205 EAST ORANGE STREET #310, LAKELAND, FL 33801

AGAMERICA LENDING LLC

4030 SOUTH PIPKIN RD., LAKELAND, FL 33811

CORE WEALTH ADVISORS, INC.

124 SOUTH FLORIDA AVENUE, LAKELAND, FL 33801

GREENBRIDGE PARTNERS LLC

3700 AIRFIELD DR WEST, LAKELAND, FL 33811