Lassiter Financial Advisors, LLC

Lassiter Financial Advisors, LLC provides financial planning, selection and monitoring of third‑party money managers, and periodic service‑provider reviews for individuals, trusts, and estates; the firm currently advises on roughly $19 million in client assets. It acts primarily as an investment consultant and solicitor to professional managers, assisting clients with manager recommendations, account paperwork, and retirement‑income or market‑event advice.

The firm does not manage client portfolios directly or exercise ongoing investment discretion; instead it evaluates manager firms and managed portfolios, recommends allocations among managers, and reviews manager performance (typically quarterly). Rather than relying on traditional percentage‑of‑assets billing, the firm receives a portion of fees paid to recommended managers and provides separate planning or review engagements as needed.

Compared with many small independent advisers, Lassiter Financial’s model is consultant‑centric and oriented toward high‑net‑worth clients and fiduciary accounts rather than broad retail individual services. Distinctive operational facts in the brochure include the founder’s prior corporate and money‑management experience and the migration of the majority of his prior client base to the firm when it was established, as well as the principal’s voluntary surrender of a CFP credential in 2022.