Fawn
Lane

Iht Wealth Management LLC

CRD#4921041
Investment Advisor
in Lutz, FL

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About this Advisor

Fawn Lane is a certified financial planner who works in Lutz, Florida with 4 years of industry experience. Lane currently works for Iht Wealth Management LLC. During their career, Lane has held roles at Lpl Financial LLC, Independent Financial Partners and Iht Wealth Management LLC. Lane maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Iht Wealth Management LLC is a registered investment business operating out of Chicago, IL. The firm has offices in 67 locations and a total of 219 advisors. It has $4 billion in assets between its 18,644 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 51 charities and foundations. Of its 18,644 client accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Iht Wealth Management LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules depend on which services the firm provides the client. However, fee types charged by Iht Wealth Management LLC can be comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Lutz, FL

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Iht Wealth Management LLC Brokerage Details

Total Assets Under Management

$4,373,565,753

FL Average: $6,674,516,078
Total Number of Employees

219

FL Average: 44
Total Number of Accounts

18,644

FL Average: 2,564
Average Account Size

$234,583

FL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Fawn Lane Work History

Fawn has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Iht Wealth Management LLC

2012 - Present (12 years)

Lpl Financial LLC

2012 - 2019 (7 years)

Independent Financial Partners

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Fawn Lane to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Iht Wealth Management LLC

Mark Harris
Overland Park, KS
Yussef Gheriani
Chicago, IL
Felipe Medina
Phoenix, AZ
Kathleen Hosty
Chicago, IL
Daniel Baker
New York, NY
Lauren Housel
Chicago, IL
Joseph Davis
New York, NY
Karim Poonawala
Orlando, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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