Laurel Wealth Planning
Firm details
- Headquarters
- Edina, Minnesota
- CRD number
- 122035
- Registered since
- February 10, 2014
- Website
- laurelwealthplanning.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI95.76%
- Individuals4.24%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Laurel Wealth Planning is an independent registered investment adviser organized as an LLC and registered with the SEC in 2014. The firm is privately owned and focuses on individual and family clients, delivering financial planning and portfolio management services for individuals and small businesses. Its fee model mixes asset-based fees and hourly billing. The adviser is not positioned as a capital allocator, is not an active ESG investor, and does not identify as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Cash & Cash Equivalents8%
- Other4%
- Exchange Traded Equities2%
Contacts
3 of 6
Felix Kopycinski
Associate Wealth ManagerCRD 7566251
Jesse Kuusisto
Wealth ManagerCRD 6874302
Laura Kuntz
Senior Wealth ManagerCRD 1303890
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$256M in ETFs
83%
$212M
13%
$44M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $16.9M | 24,575 | 6.60% |
Location
Edina, MN
Hennepin
Location
Edina, MN
Headquartered in Edina, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 3300 Edinborough Way
- Time zone
- CT (UTC-6)
- Office locations
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