Craig Lappen
Craig Lappen is a CFP-designated registered investment advisor at Twenty-First Century Financial Advisors INC, based in Stuart, FL, with 31 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 38 clients with $68M 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 $100K | 1.50% |
| $100K - $300K | 1.25% |
| $300K - $500K | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
5071 SE Burning Tree Cir, Stuart, FL, 34997
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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 →Employment History
Current Registrations
Twenty-First Century Financial Advisors INC
State Registrations2 states
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