HL
CFP
HL
CFP

Hilgardt Lamprecht

28 Years of Experience
4 DisclosuresBrokerSells Insurance

Hilgardt Lamprecht is a CFP-designated registered investment advisor at The Life Wealth Group, based in Winter Garden, FL, with 28 years of industry experience. Hilgardt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 75 clients with $180M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
75 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$177.7M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.60%
$500K - $1.5M1.30%
$1.5M - $2.5M1.20%
$2.5M - $5.0M1.10%
$5.0M - $10.0M0.90%
$10M+0.90%

Fees are negotiable for accounts over $10 million. Previous advisory relationships are subject to different fee schedules and negotiated fee arrangements in accordance with the fee schedule and Advisory Agreement in place at the time they onboarded.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

270 W. Plant Street, Ste. 240, Winter Garden, FL, 34787

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2025
Pending
Customer Dispute
April 2006
Denied
Customer Dispute
December 2003
Settled
Customer Dispute
February 2000
Settled
Other Business ActivitiesSells Insurance

Hilgardt is the owner/president of The LifeWealth Group, developing financial plans and selling securities, variable products, and fixed insurance products. He also has ownership in LifeWealth Transition Partners, LLC, assists clients in business sales, is a real estate sales associate, and is involved in personal real estate investments.

Employment History
Current Registrations
The Life Wealth Group
November 2024 - Present · 1 yr 5 mos
Madison Avenue Securities, LLCBroker
May 2018 - Present · 7 yrs 11 mos
Previous Registrations
Ae Wealth Management, LLC
May 2018 - May 2025 · 7 yrs
Global Financial Private Capital, LLC
November 2012 - May 2018 · 5 yrs 6 mos
G.F. Investment Services, LLCBroker
November 2012 - May 2018 · 5 yrs 6 mos
G. A. Repple & Company
July 2002 - November 2012 · 10 yrs 4 mos
G. A. Repple & CompanyBroker
May 2002 - November 2012 · 10 yrs 6 mos
AXA Advisors, LLCBroker
March 1997 - May 2002 · 5 yrs 2 mos
The Equitable Life Assurance Society of the United StatesBroker
March 1997 - January 2000 · 2 yrs 10 mos
State Registrations21 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.