Advisor at Retirement Wealth Advisors, 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
Retirement Wealth Advisors, LLC
Location
Cape Coral, FL 33904-8547
Credentials
Series 65
Industry experience
5 years
Joseph Lanza is a financial advisor at Retirement Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Retirement Wealth Advisors since 2018. Outside of advising, he is a licensed insurance agent in Florida. Retirement Wealth Advisors is a fee-only registered investment adviser that provides financial planning, discretionary portfolio management, pension and retirement plan consulting, and educational workshops. The firm employs an active, risk-managed investment approach using low-cost ETFs, mutual funds, stocks, and bonds, primarily managing accounts on a discretionary basis with ongoing monitoring and rebalancing.
Based on Retirement Wealth Advisors, LLC
Based on Retirement Wealth Advisors, LLC
$500,000 - $999,999: up to 1.35% (advisor portion 1.1%) $1,000,000 - $1,999,999: up to 1.25% (advisor portion 1%) $2,000,000+: up to 1.25% (advisor portion 0.9%)
$250.00 per hour for general consultation/financial planning services.
Account minimum: $500,000 Fee-only: Fee-only investment advisory fees paid by client, no commissions or 12b-1 fees received.
629 Cape Coral Parkway E
Cape Coral, FL 33904-8547
Florida
Retirement Wealth Advisors, LLC
2020 - Present (6 years)
Bonefish grill
2019 - 2019 (1 year)
Fathoms Restaurant
2018 - 2018 (1 year)
Retirement Wealth Advisors, LLC
2018 - Present (8 years)
Palmetto Pines Country Club
2016 - 2017 (1 year)
STUDENT
2010 - Present (16 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.
CFP®, Series 63, Series 65
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Bloomfield Asset Management, Inc.
Series 63, Series 66
Ft. Myers, FL
Silver Thread Investments
Series 66
Fort Myers, FL
Roscoe Capital Management, LLC
Series 66
Fort Myers, FL
CPK Wealth Management LLC
CFP®, Series 63
Cape Coral, FL
Legacy Wealth Management, Inc.
Series 65
Fort Myers, FL
Lange Asset Management, Inc.
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