Advisor at The Perspective Group
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
The Perspective Group
Location
Lawrence, KS 66044
Credentials
CFP®, Series 66
Industry experience
21 years
Stephen Lane is a CFP® with 21 years of industry experience, currently serving as a financial advisor at The Perspective Group since 2015. He has also been associated with LPL Financial LLC since 2004. In addition to his advisory role, Lane is involved in tax preparation and accounting services through an affiliated business. The Perspective Group advises primarily individual and high-net-worth clients, managing approximately $174 million across about 300 accounts. The firm offers tailored investment management, financial planning, retirement-plan consulting, and brokerage execution through LPL Financial, alongside tax preparation and insurance products.
Based on The Perspective Group
Based on The Perspective Group
Fixed fees generally range from $500 to $5,000 for financial planning services; may exceed $5,000 depending on complexity.
$0 - $100,000: 1.15% $100,001 - $250,000: 1.10% $250,001 - $750,000: 1.00% $750,001 - $1,250,000: 0.95% $1,250,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $7,500,000: 0.70% $7,500,001 - $10,000,000: 0.60% $10,000,001 - $12,500,000: 0.50% $12,500,001 - $15,000,000: 0.45% $15,000,001 - $20,000,000: 0.40% $20,000,001+: Custom
Commission-based compensation may be earned on products sold through LPL Financial broker/dealer services separate from advisory fees.
$325/hour for lead CFP Professionals; $250/hour for CFP and CPA Professionals; $175/hour for analysis or administrative work by non-professionals.
Account minimum: $5,000 Fee-only: Hourly consulting services ranging from $175 to $325 per hour depending on professional level; fixed fees generally range from $500 to $5,000, may exceed $5,000 depending on complexity.
900 Massachusetts Street, Suite 602
Lawrence, KS 66044
Kansas · Texas
The Perspective Group
2015 - Present (11 years)
LPL Financial LLC (f/k/a Linsco/Private Ledger Corp.)
2004 - Present (22 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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The Perspective Group
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