CPS Investment Advisors

Financial Advisor in Polk County, FL

Firm Info
Address: 205 E Orange St #310, Lakeland, FL 33801, USA
Phone: (863) 688-1725

Firm Size
Assets Under Management: $2.2 billion
# of Advisors: 16
# of Clients: 6,850
Client to Advisor Ratio: 428:1
Average Account Size: $317,209
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Cps Investment Advisors Overview

CPS Investment Advisors is a well-established fee-only investment advisory firm headquartered in Lakeland, Florida. With a solid history dating back to 1989, the firm has built a successful business by providing comprehensive investment advice tailored to individual clients' unique needs. CPS Investment Advisors prides itself on its fee-only fee arrangement, which provides clients with unbiased investment advice and financial guidance without any conflicts of interest. As a registered investment advisory firm specializing in investment advice only, CPS Investment Advisors offers a range of valuable services, including comprehensive financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. The firm's experienced team of investment professionals works closely with clients to develop customized investment strategies aimed at helping them achieve their financial goals. Whether you're just starting out or have already amassed significant wealth, CPS Investment Advisors can help you navigate the complexities of the investment landscape. With a focus on holistic financial planning and personalized portfolio management, the firm is committed to helping clients achieve their long-term financial objectives while minimizing risk and maximizing returns. So if you're looking for a trusted investment advisor to help you build and grow your wealth, look no further than CPS Investment Advisors.

CPS INVESTMENT ADVISORS serves a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not listed. Regardless of the type of client, CPS INVESTMENT ADVISORS is dedicated to providing exceptional financial advice and personalized solutions to meet their unique needs. When it comes to fee structures, CPS INVESTMENT ADVISORS offers a variety of options depending on the service provided. Clients may elect to pay a percentage of assets under management (AUM) for ongoing portfolio management, or they may opt for fixed fees for specific consulting services. All fees charged by CPS INVESTMENT ADVISORS include a comprehensive review of investment goals, risk tolerance, and overall financial situation to create custom solutions tailored to each client's needs. For high net worth individuals and corporate clients, CPS INVESTMENT ADVISORS can craft highly sophisticated and intricately detailed financial plans to help clients reach their objectives. Despite the complexity of the work done by CPS INVESTMENT ADVISORS, they maintain their commitment to transparent and fair pricing for all clients.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for CPS Investment Advisors does not mention an investment minimum.

How This Office Can Help Polk County, FL Residents

CPS Investment Advisors is a financial planning firm that serves clients in Polk County, FL, helping them navigate various financial situations. One critical issue that many individuals in Polk County encounter is retirement planning. CPS Investment Advisors provide retirement planning services, such as creating a retirement plan, monitoring progress, and making necessary adjustments to achieve retirement goals. Another financial challenge that individuals in Polk County may face is estate planning. CPS Investment Advisors offer estate planning services that assist clients in creating an estate plan and transferring assets efficiently to heirs upon their passing. CPS advisors are knowledgeable about the various estate planning tools that might be necessary, such as trusts, wills, and powers of attorney. All in all, CPS Investment Advisors offer comprehensive financial planning services that help people in Polk County maintain financial security and independence throughout their lives.

To view the Minimum Investment and Fee Schedule for Cps Investment Advisors, visit their Part 2 Brochure.

Services Offered by Cps Investment Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Cps Investment Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 205 E Orange St #310, Lakeland, FL 33801, USA
Phone (863) 688-1725
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  4 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 205 EAST ORANGE STREET #310, LAKELAND, FL 33801-4611, United States

This firm has no other locations.

State Registrations

Cps Investment Advisors is registered to service clients in the following states:

  • Alabama
  • Arizona
  • California
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Kentucky
  • Maryland
  • Michigan
  • Minnesota
  • Missouri
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Virginia

Disciplinary History

Cps Investment Advisors does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs