Advisor at Lakes Wealth Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lakes Wealth Advisory, LLC
Location
Katy, TX
Credentials
CFP®, Series 66
Industry experience
18 years
Benjamin Simiskey is a CFP® with 18 years of industry experience and serves as the sole advisor at Lakes Wealth Advisory, LLC. He previously worked at Cornelius, Stegent & Price, LLP and Stegent Equity Advisors Inc., and has been an adjunct instructor at Rice University since 2017. Lakes Wealth Advisory provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, nonprofit organizations, and corporations. The firm employs a long-term investment approach using mutual funds, ETFs, individual stocks and bonds, and offers customized solutions with ongoing portfolio monitoring and oversight.
Fixed fee for financial planning or consulting services generally ranges from $1,000 to $10,000
$0+: 0.25% +: up to 1.50%
Generally $250 per hour for financial planning if applicable
Account minimum: $1,000,000
Katy, TX
Texas
Cornelius, Stegent & Price, LLP
2018 - 2020 (2 years)
Stegent Equity Advisors Inc.
2018 - 2020 (2 years)
Rice University
2017 - Present (9 years)
LAKES WEALTH ADVISORY, LLC (fka PLS ADVISORY, LLC)
2009 - Present (17 years)
Paul, Phipps & Co, PLLC
2009 - 2019 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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