Advisor at Lowry Financial Advisors
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
Lowry Financial Advisors
Location
Tioga, FL 32669
Credentials
CFP®, Series 63, Series 65
Industry experience
10 years
Cale Flage is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Lowry Financial Advisors. His prior experience includes roles at Cetera Advisors LLC and Commonwealth Financial Network. Outside of his advisory work, he engages in business consulting based in Gainesville, FL. Lowry Financial Advisors is a small, three-advisor firm that provides financial planning and wealth management services to individuals, families, and pension and profit-sharing plans. The firm emphasizes project-based and retainer planning engagements supported by planning tools and portfolio analysis, without offering discretionary portfolio management.
Based on Lowry Financial Advisors
Based on Lowry Financial Advisors
Fixed fees for wealth management consulting, typically ranging from $500 to $20,000, negotiated prior to engagement.
Advisory Representatives receive commissions and/or advisory fees from securities products and insurance sold through Commonwealth Financial Network.
Up to $450 per hour for financial planning and wealth management advisory services.
Fee-only: Financial planning services offered on hourly fee basis up to $450 per hour; wealth management consulting may be hourly up to $450 per hour or fixed fees negotiated typically ranging from $500 to $20,000
12921 Sw 1 St Rd., Suite 215
Tioga, FL 32669
Florida
Lowry Financial Advisors, Inc.
2017 - Present (9 years)
Commonwealth Financial Network
2017 - Present (9 years)
Cetera Advisors LLC
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Series 63
Gainesville, FL
The Ducoat Financial Group
Series 65
Gainesville, FL
Magna Vis Capital
Series 65
Gainesville, FL
Lentz Advisors
Series 63, Series 66
Tioga, FL
Lowry Financial Advisors
ChFC®, Series 63, Series 66
Tioga, FL
Lowry Financial Advisors
Series 63, Series 65
Gainesville, FL
Lentz Advisors
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")