Lentz Advisors logo

Lentz Advisors

Updated today

Client assets under management

$39,433,993

Clients

47

55% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

24

Low

Average account size

$839,021

About

Lentz Advisors is a state-registered investment adviser managing about $40.4 million for 47 client relationships with two advisors. The firm provides discretionary investment management, comprehensive financial planning (either included with managed accounts or as a standalone service), and qualified retirement plan consulting for pension and profit‑sharing plans, trusts, estates, and business entities.

The firm’s investment process emphasizes a tactical allocation strategy intended to reduce risk and seek improved performance, and it employs fundamental, technical, and cyclical analysis across portfolios. Lentz Advisors may use cash positions as hedges, recommend specific securities or sector weightings, and can allocate client assets to third‑party money managers while maintaining ongoing oversight.

Distinctive elements in the brochure point to a heavier emphasis on retirement plan and institutional work—detailed Section 3(38) and 3(21) consulting services and a stated $250,000 cumulative account guideline—rather than a typical individual or high‑net‑worth household client base. The firm’s principal also maintains insurance and broker‑dealer registrations and discloses the related potential conflicts when insurance products or commissionable securities are recommended.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Tax strategies for small businesses Wealth management

Fee options

Fixed

Fixed fee for standalone financial planning services ranging from $1,500 to $5,000 per plan.

Percentage

$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

Commissions

Separate commissions for insurance products and securities transactions via registered representative activities.

Other

Account minimum: $250,000

Main office location

Lentz Advisors

5110 Sw 91 St Drive, Suite A

Gainesville FL 32608, United States

Number of offices

1

Most active in

Florida · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Franklin L

Series 65

Gainesville, FL

Lentz Advisors

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.

General retirement planning Tax strategies for small businesses Wealth management
user avatar

Franklin L

Series 63, Series 65

Gainesville, FL

Lentz Advisors

Franklin Lentz Jr. is a financial advisor with Lentz Advisors in Gainesville, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes over a decade at Raymond James Financial Services and leadership roles at Lentz Dodd Financial Group and other affiliated entities. Outside of advisory work, he serves as an independent insurance producer and consults on employee benefit plans. Lentz Advisors provides fee-based investment management and qualified retirement plan consulting primarily to plan sponsors, pension and profit-sharing plans, trusts, and other institutional clients, while also offering standalone financial planning to individuals. The firm employs a tactical allocation strategy utilizing fundamental, technical, and cyclical analysis across a variety of investment instruments and offers specialized retirement plan services, including Section 3(38) fiduciary capabilities.

General retirement planning Tax strategies for small businesses Wealth management
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