The Lubitz Financial Group

The Lubitz Financial Group (CRD# 108648) is a financial advisory firm headquartered in Miami, FL. They manage $179,945,150 in 622 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    622
    ACCOUNTS
  • Average Account Value
    $289,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY, TX

Financial Advisors at The Lubitz Financial Group
Showing 1 - 5 of 5 top financial advisors.
1
Jorge Padilla
CRD#: 5903778
9350 S. Dixie Highway, Suite 1500, Miami, FL 33156
103
Wealthminder
score

Jorge Padilla (CRD# 5903778) is fee-only Financial Planner and Investment Advisor Representative working at The Lubitz Financial Group in Miami, FL and has 9 year of experience in the finance industry. Jorge Padilla has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Linda L. Boone
CRD#: 1240376
9350 S. Dixie Highway, Suite 1500, Miami, FL 33156
96
Wealthminder
score

Linda Boone (CRD# 1240376) is an Investment Advisor Representative working at The Lubitz Financial Group in Miami, FL and has over 30 years of experience in the finance industry. Linda Boone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Philip Herzberg
CRD#: 4635089
9350 S. Dixie Highway, Suite 1500, Miami, FL 33156
96
Wealthminder
score

Philip Herzberg (CRD# 4635089) is an Investment Advisor Representative working at The Lubitz Financial Group in Miami, FL and has over 11 years of experience in the finance industry. Philip Herzberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Joshua A. Davison
CRD#: 4735978
9350 S. Dixie Highway, Suite 1500, Miami, FL 33156
93
Wealthminder
score

Joshua Davison (CRD# 4735978) is an Investment Advisor Representative working at The Lubitz Financial Group in Miami, FL and has over 9 years of experience in the finance industry.

5
Clinton D. McCalla
CRD#: 6162847
9350 S. Dixie Highway, Suite 1500, Miami, FL 33156
93
Wealthminder
score

Clinton McCalla (CRD# 6162847) is an Investment Advisor Representative working at The Lubitz Financial Group in Miami, FL and has over 3 years of experience in the finance industry. Clinton McCalla has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.