Advisor at Lentz Advisors
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Firm
Lentz Advisors
Location
Gainesville, FL 32608
Credentials
Series 63, Series 65
Industry experience
39 years
Franklin Lentz Jr. is a financial advisor with Lentz Advisors in Gainesville, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes over a decade at Raymond James Financial Services and leadership roles at Lentz Dodd Financial Group and other affiliated entities. Outside of advisory work, he serves as an independent insurance producer and consults on employee benefit plans. Lentz Advisors provides fee-based investment management and qualified retirement plan consulting primarily to plan sponsors, pension and profit-sharing plans, trusts, and other institutional clients, while also offering standalone financial planning to individuals. The firm employs a tactical allocation strategy utilizing fundamental, technical, and cyclical analysis across a variety of investment instruments and offers specialized retirement plan services, including Section 3(38) fiduciary capabilities.
Based on Lentz Advisors
Based on Lentz Advisors
Fixed fee for standalone financial planning services ranging from $1,500 to $5,000 per plan.
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $4,000,000: 0.70% annually $4,000,001 - $5,000,000: 0.60% annually $5,000,001 - $7,500,000: 0.50% annually $7,500,001 - $10,000,000: 0.45% annually $10,000,001+: Negotiable
Separate commissions for insurance products and securities transactions via registered representative activities.
Account minimum: $250,000
5110 Sw 91 St Drive, Suite A
Gainesville, FL 32608
Florida · Texas
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Lentz Wealth Advisors
2025 - Present (1 year)
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2024 - Present (2 years)
Lentz Advisors LLC
2024 - Present (2 years)
J.W. Cole Financial, Inc.
2024 - 2025 (1 year)
J.W. Cole Advisors, Inc.
2024 - 2025 (1 year)
Raymond James Financial Services Advisors INC.
2013 - 2024 (11 years)
Raymond James Financial Services inc
2013 - 2024 (11 years)
Lentz Dodd Financial Group
2001 - 2024 (23 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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