Advisor at Twenty-First Century Financial Advisors Inc
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Firm
Twenty-First Century Financial Advisors Inc
Location
Stuart, FL 34997
Credentials
CFP®, Series 63, Series 65
Industry experience
31 years
Craig Lappen is a CFP® with 31 years of experience in the financial industry. He has been with Twenty-First Century Financial Advisors Inc since 1994 and currently operates as the firm's sole advisor. The firm provides investment management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. Twenty-First Century Financial Advisors emphasizes asset allocation and typically manages portfolios using mutual funds and ETFs, with monthly reviews and discretionary management to adjust for market conditions.
Based on Twenty-First Century Financial Advisors Inc
Based on Twenty-First Century Financial Advisors Inc
Financial planning fixed fees typically range from $1,500 to $3,000 depending on complexity
$0 - $100,000: 1.50% $100,001 - $300,000: 1.25% $300,001 - $500,000: 1.00% $500,001 - $1,500,000: 0.75% $1,500,001+: 0.50%
Minimum fee: $1,500 annual minimum fee, negotiable and may be waived at firm's discretion Fee-only: Investment management fees and fixed fees for financial planning; no commissions accepted
5071 Se Burning Tree Cir
Stuart, FL 34997
Connecticut · Florida
Twenty-First Century Financial Advisors Inc
2018 - Present (8 years)
Twenty-First Century Financial Advisors Inc
1994 - 2018 (24 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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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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