Fee-only adviser · Gainesville, FL
Lentz Advisors
Lentz Advisors is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in Gainesville, Florida. On its latest Form ADV, filed March 30, 2026, it reports $40M in regulatory assets under management, 47 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida |
|---|---|
| Firm CRD number | 335553 |
| Office | 5110 SW 91st Drive Suite a Gainesville, FL 32608 |
| Phone | (352) 375-5283 |
| Website | lentzadvisors.com |
| Regulatory assets under management | $40M |
| Individual clients | 21 non-high-net-worth, 26 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Gainesville
See all 4 fee-only advisers in Gainesville →
Nearby
- Newberry 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Lentz Advisors? Update this listing.