LANIER FINANCIAL GROUP LLC
SEC RegisteredSTRATEGIES TO GROW, PROTECT, & TRANSFER WEALTH.
About the firm
Lanier Financial Group is a fiduciary driven registered investment advisory firm that specializes in investment management and financial planning. They are dedicated to providing each client with unbiased and objective advice while assisting them in achieving their financial goals and growing their wealth. They do not impose a minimum asset or income level to engage their services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment (portfolio) management, personal financial planning, divorce planning, business planning and valuation services, cash flow planning, asset/debt management, employee retention programs, wealth extraction plans, generational transition planning, and external CFO services.
Who they serve
Privately held businesses, non-profit organizations, medical professionals, individuals and families, and people going through divorce.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 166 | $55M |
| High Net Worth Individuals | 74 | $166M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $500,000 | 1.50% |
| $500,001-$1,500,000 | 1.25% |
| $1,500,001-$3,000,000 | 1.10% |
| $3,000,001-$5,000,000 | 1.00% |
| $5,000,001-$10,000,000 | 0.85% |
| $10,000,001+ | — |
| Non-discretionary (all sizes) | 0.50% |
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LANIER FINANCIAL GROUP LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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