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, individual-owned registered investment adviser that signed onto SEC registration in 2014. The firm serves primarily individual and family clients and focuses its practice on financial planning and discretionary portfolio management for individuals and small businesses. Its advisory fee model combines a percentage-of-AUM component with hourly billing. The firm reports that it is not a capital allocator and does not position itself as an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$258M in ETFs
77%
$199M
18%
$59.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $16.6M | 23,705 | 6.44% |
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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