Lyndon Harrison
Lyndon Harrison is a CFP-designated registered investment advisor at Wealthspan Investment Management, LLC, based in Naples, FL, with 14 years of industry experience. Lyndon 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, Insurance Planning, and 3 more. Their firm serves 326 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.45% |
| $1.0M - $2.0M | 0.40% |
| $2M+ | 0.35% |
Fees vary by model portfolio style (Active, Strategic, or Third-Party). The schedule above represents Active allocations. Strategic allocations have base fees ranging from 0.25% down to 0.20%. Advisor fees up to 1.25% may be added on top. Fees are negotiable.
Fee Estimator
Location
Naples, FL
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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
Lyndon is involved in several business activities, including residential property leasing, tax preparation, a non-profit promoting financial education, and church accounting. He also owns Gulf Harbor Benefits, LLC, selling fixed insurance products, and works as an accountant for Canyon Crest, LLC and Hancock Plumbing, Inc.
Employment History
Current Registrations
Wealthspan Investment Management, LLC
Previous Registrations
Bison Advisors
Truadvice LLC
Retirement Wealth Advisors, LLC
Grace Capital Management, LLC
Corinthian Wealth Management
USA Financial Securities Corporation
On Investment Management CO
State Registrations1 state
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
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