Advisor at ECF Wealth, Inc.
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
ECF Wealth, Inc.
Location
Miami Beach, FL
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
16 years
Lawrence Weller is a financial advisor at ECF Wealth, Inc. in Miami Beach, FL, holding CFP® and ChFC® designations with 16 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, LPL Financial, and WCG Wealth Advisors. ECF Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, utilizing long-term, strategic allocations with low-cost mutual funds and ETFs, supplemented by individual securities and unaffiliated independent managers when appropriate.
Based on ECF Wealth, Inc.
Based on ECF Wealth, Inc.
Fixed fees ranging from $3,500 to $10,000; Annual financial planning fees $3,500 to $10,000 billed monthly in advance
$0 - $249,999: 1.50% annually $250,000 - $499,999: 1.35% annually $500,000 - $999,999: 1.25% annually $1,000,000 - $2,499,999: 1.15% annually $2,500,000 - $3,499,999: 1.05% annually $5,000,000 - $9,999,999: 1.00% annually $10,000,000+: Negotiable
Up to $300 per hour
Annual financial planning fees billed monthly in advance ranging from $3,500 to $10,000
Fee-only: Hourly fees up to $300; Fixed fees range from $3,500 to $10,000; Annual financial planning fees from $3,500 to $10,000 billed monthly in advance
Miami Beach, FL
California · Florida · Michigan · Texas
ECF Wealth, LLC
2022 - Present (4 years)
Financial Advocates Investment Management
2017 - 2023 (6 years)
LPL Financial, LLC
2014 - 2019 (5 years)
WCG Wealth Advisors, LLC
2014 - 2017 (3 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.
Series 63, Series 65
Coral Gables, FL
Ladin Financial Group, Inc.
Series 65
Surfside, FL
Thames Asset Management, Inc
CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Series 65
Miami, FL
BlueReef Capital
Series 63, Series 65
Miami Beach, FL
Fintelect AM, LLC
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