Lentz Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$5,000

“Lentz Advisors charges a fixed fee for standalone financial planning services in the range of $1,500 to $5,000 per plan as negotiated and contracted for with client in advance, based at the discretion of the Advisor.”

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

How Lentz Advisors bills

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

• “New account fees will be prorated from the inception of the account to the end of the first quarter.”
• “Third-party money manager fees are generally collected from the client’s account quarterly, in advance, and are based upon the aggregate fair market value of the assets in the account at the close of business on the last business day of the preceding quarter.”
• “The consulting fee is payable monthly, in arrears, based on the fair market value of assets in the Plan at the end of each month.”

How Lentz Advisors’ fees compare

• Its flat or project fee of $1,500-$5,000 spans the Florida median of $4,900. 40% of the 320 other Florida planners that publish a flat or project fee charge less.

About Lentz Advisors

• Firm size: 2 employees.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.5% a year

Clients

47

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$40,387,204

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

335553

Website

lentzadvisors.com (opens in new tab)

Phone

(352) 375-5283

Other planners in Florida that publish fees

• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500
• Acertado InvestmentsFort Lauderdale$800⁠-⁠$3,600
• Achieving Veritas LLCSt. Augustine$1,500⁠-⁠$15,000

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