Larry Foster is a registered investment advisor at Wisdom Planning Group, based in Lakeland, FL, with 15 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 115 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable.
Fee Estimator
Location
1102 S Florida Ave., Lakeland, FL, 33803
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Larry owns LEF Investments LLC, a real estate investment company involved in buying, selling, and renting properties since 2004, dedicating about a quarter of his time. Larry is also a licensed insurance agent.
Employment History
Current Registrations
Wisdom Planning Group
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Horter Investment Management, LLC
Chelsea Financial ServicesBroker
Delta Advisory Group, INC.
Delta Securities Company, LLCBroker
Delta Capital Management, LLC
Edward Jones
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
The Stuart-James Company, IncorporatedBroker
Power Securities CorporationBroker
The Stuart-James Company, IncorporatedBroker
State Registrations1 state
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