Advisor at Amerity Wealth Management, 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
Amerity Wealth Management, LLC
Location
Lakeland, FL 33813
Credentials
Series 65, Series 66
Industry experience
5 years
Lance Pearce is a financial advisor with Amerity Wealth Management, LLC in Lakeland, FL, holding Series 65 and Series 66 licenses and five years of industry experience. His prior roles include positions at Retirement Resources of Central Florida and Pearce Financial. Amerity Wealth Management is a multi-advisor registered investment adviser serving individuals, businesses, trusts, and plan sponsors, offering discretionary asset management, modular financial planning, and specialized services such as UK expatriate pension transfers. The firm employs a range of investment strategies including third-party model managers, ETFs, mutual funds, and individual securities, managing accounts primarily on a discretionary basis.
Based on Amerity Wealth Management, LLC
Financial planning flat fees up to $1,500 for net worth under $500,000; $3,000 for $500,000 to $1,000,000; $5,000 for over $1,000,000.
$0 - $750,000: 2.10% $750,001 - $2,000,000: 1.60% $2,000,001+: 1.10%
Insurance product commissions typically range between 5% and 10% of the total purchase of the insurance product.
Up to $300 per hour for financial planning and consulting services.
4740 Cleveland Heights Boulevard, Suite 5
Lakeland, FL 33813
Florida
Instacart
2024 - Present (2 years)
Amerity Financial
2023 - Present (3 years)
Amerity Wealth Management
2023 - Present (3 years)
Retirement Resources of Central Florida
2022 - 2023 (1 year)
Pearce Financial
2019 - 2023 (4 years)
Pearce Financial
2019 - 2023 (4 years)
The Retirement Group, LLC
2015 - 2019 (4 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.
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Series 63, Series 65
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CFP®, Series 63
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Capstone Wealth Management Corp.
CFP®
Lakeland, FL
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Series 65
Lakeland, FL
Hurlburt Financial
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