Lakeland Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000

“FINANCIAL PLANNING and CONSULTING LWM charges a negotiable fixed fee of $1000 for financial planning.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Lakeland Wealth Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of each month.”
• “Clients may terminate their account within five business days of signing the Investment Advisory Agreement for a full refund.”
• “Client will pay nothing to start with the balance payable at the delivery of the plan.”

How Lakeland Wealth Management LLC’s fees compare

• Its flat or project fee of $1,000 is below the Tennessee median of $3,000. 12% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 2 of the 6 other planners in Memphis that publish a flat or project fee charge less.

About Lakeland Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

80

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and educational seminars and workshops

Assets managed

$36,367,667

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

173831

Website

interactiveadvisors.com/lakeland-wealth-management (opens in new tab)

Phone

(901) 347-2725

Can advise clients in 2 states: Tennessee, Texas

Other planners in Memphis that publish fees

• Brandon Financial Planning, Inc.Memphis$500/hr
• Cothran Capital, LLCMemphis$300/hr, $495
• Crest Private Wealth, LLCMemphis$500⁠-⁠$600/hr, $1,000⁠-⁠$40,000
• Dogwood Financial PlanningMemphis$300/hr, $500
• Eaglestrong FinancialMemphis$200/hr, $100⁠-⁠$500/mo
• Envision Financial Planning, LLCMemphis$500/hr

Compare all 26 planners in Memphis