Cale Flage
Cale Flage is a CFP-designated registered investment advisor at Lowry Financial Advisors, based in Tioga, FL, with 10 years of industry experience. Cale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
After creating a financial plan, Lowry Financial offers an ongoing advisory relationship to provide continued advice. This is offered on a retainer basis, with an annual retainer fee up to $10,000. This fee may be negotiable. You can choose to be invoiced or have the fee deducted from your investment account with Commonwealth.
Lowry Financial offers financial planning services on an hourly basis, not to exceed $450 per hour. They also offer wealth management advisory services on an hourly consulting fee at a rate not to exceed $450 per hour. In some cases, they may provide consulting services for an annual fee, which they will negotiate with you prior to the start of the project. If a fixed fee is negotiated, the typical fee will range from $500 to $20,000 in most cases.
Location
12921 South West 1st Road, Suite 215, Tioga, FL, 32669
Get directionsHistory
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
Cale sells fixed insurance products, dedicating minimal time to this activity. He also works as a business consultant and is an IAR of Lowry Financial Advisors, Inc., spending about a quarter of his time offering financial planning services.
Employment History
Current Registrations
Lowry Financial Advisors
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
State Registrations3 states
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.