Advisor at Lentz Advisors
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Firm
Lentz Advisors
Location
Gainesville, FL 32608
Credentials
Series 65
Industry experience
< 1 year
Franklin Lentz III is a financial advisor at Lentz Advisors in Gainesville, FL, holding a Series 65 designation with one year of industry experience. His prior roles include positions at J.W. Cole Financial, Inc., Lentz Wealth Advisors, LLC, and Lentz Networks, LLC, where he serves as president of an IT and software sales and support business. Lentz Advisors provides fee-based investment management and qualified retirement plan consulting primarily to institutional clients such as plan sponsors, pension and profit-sharing plans, and trusts, while also offering standalone financial planning to individuals. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across a diverse range of investment instruments and offers specialized retirement plan services including acting as a Section 3(38) fiduciary.
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
Lentz Wealth Advisors, LLC
2025 - Present (1 year)
J.W. Cole Financial, Inc.
2024 - 2025 (1 year)
Lentz Advisors, LLC
2024 - 2025 (1 year)
Lentz Networks, LLC
2021 - 2025 (4 years)
Connected Concepts, LLC
2020 - 2021 (1 year)
LentzMedia, LLC
2018 - 2024 (6 years)
GatorTec
2017 - 2017 (1 year)
Student
2012 - 2019 (7 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.
Series 63
Gainesville, FL
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Lowry Financial Advisors
ChFC®, Series 63, Series 66
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Lowry Financial Advisors
Series 63, Series 65
Gainesville, FL
Lentz Advisors
Series 65
Gainesville, FL
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