Vetted Advisor's Table

Craig Pfau
Locust Lane Wealth Management

Tel: 315-427-0512
420 Majestic Cove
Milton, GA 30004
Locust Lane Wealth Management | Financial Advisor in Milton ,GA

About Craig Pfau

Craig is the founder and Managing Partner of Locust Lane. Craig has over 15 years of financial services experience, specializing in investment and wealth management. Craig is focused on helping individuals, families and retirement plan sponsors achieve their financial goals. As a fiduciary, Craig utilizes an evidence-based approach to constructing and managing client portfolios. Craig graduated from Syracuse University with a BS in Finance, as well as the University of Rochester, receiving an MBA in Finance. Craig resides in Milton, GA with his wife and three children.

About Locust Lane Wealth Management

Locust Lane Wealth Management is an investment advisory firm serving the investment needs of families, institutions and financial professionals.

As evidence-based investors, we construct and manage customized risk-appropriate investment portfolios based on Nobel Prize winning research. Our transparent approach is backed by decades of research.

To construct portfolios, Locust Lane mainly utilizes Dimensional Fund Advisors (DFA) funds. We believe DFA funds offer the investor the best probability to maximize their expected returns given their specific risk-profile.

Our portfolios offer a globally diversified mix of passively managed funds that are low-cost and tax-efficient.

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General Information

Firm Start Year:   2017
No. of Employees:   2-4
States Licensed in:   GA
Work with the following types of clients:   Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided:   Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Financial Planning for Businesses


Investment Types:   Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Phone, Email, Your Office, Our Office, Video Conference, Our Offices

Firm Information

Firm's Number of Clients:   150
Assets Managed by Firm:   200000000

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   150000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   Tiered


MBA  - Finance   University of Rochester
Bachelor of Science  - Finance   Syracuse University


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Additional Detailed Disclosures



Registered Investment Advisor:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

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