CORE WEALTH ADVISORS, INC.

Name: CORE WEALTH ADVISORS, INC.
Address: 124 SOUTH FLORIDA AVENUE, LAKELAND, FL 33801, lakeland, MN, US
Telephone: (863) 904-4745
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Lakeland, Minnesota

📍 124 SOUTH FLORIDA AVENUE, LAKELAND, FL 33801, Lakeland, Minnesota

📞 (863) 904-••••

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📍 124 SOUTH FLORIDA AVENUE, LAKELAND, FL 33801, Lakeland, Minnesota

About CORE WEALTH ADVISORS, INC.

CORE WEALTH ADVISORS, INC. is a financial advisor located in Lakeland, Minnesota. As a local financial advisor, they serve Lakeland and surrounding communities in Minnesota. 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 Minnesota securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Lakeland

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% 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 1 financial advisors in Lakeland to choose from.

Does CORE WEALTH ADVISORS, INC. offer free quotes?

Contact CORE WEALTH ADVISORS, INC. directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Lakeland

Edward Jones

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