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Joshua Michael St. Laurent

Advisor at Wealth in Yourself LLC — Zephyr Cove, NV 195 Highway 50 Ste 205

Updated today

Credentials

CFP®, Series 66

Experience

11 years

Location

Zephyr Cove, NV 89448

Wealth in Yourself LLC logo

Wealth in Yourself LLC

Independent

Total advisors

1

Clients per advisor

13 Typical

Avg AUM per client

$269,231 Low

HNW client ratio

8% Typical

About

Joshua St. Laurent is a CFP® professional with 10 years of industry experience, currently serving at Wealth in Yourself LLC. He has previously worked at Fidelity Investments and Strategic Advisers LLC, and also holds a teaching position as an adjunct professor at Golden Gate University, where he facilitates finance and financial life planning courses. Wealth in Yourself LLC provides financial planning and portfolio management primarily for individual clients, focusing on long-term investing with a disciplined, model-based approach that utilizes index funds, ETFs, equities, REITs, and inflation-protected bonds. The firm offers ongoing and discrete planning services, operates with a small client base, and employs a fee structure based on flat fees rather than asset percentages.

Client services

Based on Wealth in Yourself LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Wealth in Yourself LLC

College savings (529s, UTMA, etc.) Life insurance needs analysis Retirement income strategy Debt management Wealth management

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Fee options

Fixed

One-time meeting fee $499; group classes $59; monthly flat fees based on net worth range from $550 to $4,200

Percentage

$500,000 - $1,000,000: $550 monthly flat fee $1,000,001 - $5,000,000: $850 monthly flat fee $5,000,001 - $10,000,000: $1,600 monthly flat fee $10,000,001 - $20,000,000: $2,500 monthly flat fee $20,000,001+: $4,200 monthly flat fee

Project-based

$250 to $500 per hour

Other

Account minimum: $1,000,000 Fee-only: Financial planning fees charged monthly based on net worth tiers; hourly fees $250-$500; one-time meetings $499; group classes $59

Location

Zephyr Cove, NV 195 Highway 50 Ste 205

195 Highway 50, Ste 205

Zephyr Cove NV 89448

Advisors at this office

1

Most active in

California · Massachusetts · Nevada · New York · Texas

Work history

11 years of industry experience

Golden Gate University

2023 - Present • 3 years

San Francisco, CA

Lend EDU

2023 - 2024 • 1 year

Pollock Pines, CA

Advisorpedia

2023 - 2024 • 1 year

Pollock Pines, CA

Wealth In Yourself

2022 - Present • 4 years

South Lake Tahoe, CA

CA Homes In The Pines LLC

2020 - Present • 6 years

Sacramento, CA

Fidelity

2015 - 2018 • 3 years

Charlotte, NC

Fidelity Investments

2014 - 2022 • 8 years

Boston, MA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Henry M

Series 63, Series 65

Gardnerville, NV

Heinz Global Asset Management, Inc.

Henry Molloy is a financial advisor with Heinz Global Asset Management, Inc. in Gardnerville, NV, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Heinz Global Asset Management since 2010. Molloy is also the CEO of Wolf Promotions, an art gallery and promotion company, though the business is currently dormant. Heinz Global Asset Management provides discretionary asset management services to high-net-worth individuals, institutions, and endowments, offering tailored portfolios that include a variety of securities. The firm emphasizes regular account supervision and individualized investment strategies combining fundamental and technical analysis.

Active portfolio management
user avatar

Alexander H

CFP®, Series 65

Zephyr Cove, NV

La Loma Capital

Alexander Henderson is a CFP® with six years of experience in the financial industry. He is the sole advisor at La Loma Capital, an independent firm based in Zephyr Cove, NV. Henderson has been self-employed since 2008. La Loma Capital is a boutique asset manager serving primarily high-net-worth individuals and trusts with discretionary portfolio management. The firm employs a global macro investment strategy that combines fundamental and technical analysis to create diversified, multi-asset portfolios, often utilizing index exposures along with long and short positions.

Active portfolio management
user avatar

Kim N

Series 63, Series 66

Gardnerville, NV

Artience Capital Management, LLC

Kim Nordmo is the principal advisor at Artience Capital Management, LLC, an independent firm based in Gardnerville, NV. He holds Series 63 and Series 66 designations and has 29 years of industry experience. Nordmo has led Artience Capital Management since its founding in 2009. Artience Capital Management provides discretionary portfolio wealth management, sub-advisory services, and financial planning with an emphasis on real estate-related planning. The firm serves individual investors as well as institutional and business clients, focusing on asset allocation and diversification through fundamental analysis and the use of independent sub-advisers.

Wealth management
user avatar

Blair S

Series 65

Carson City, NV

Smith, Blair

Blair Smith is the sole advisor at Smith, Blair, an independent firm based in Carson City, NV. He holds a Series 65 designation and has 11 years of industry experience. In addition to his advisory role, Smith offers tax return preparation services. Smith, Blair provides discretionary portfolio management and financial planning to individual clients, managing approximately $6.0 million across around ten accounts. The firm’s investment approach combines technical analysis with a value-focused fundamental strategy, emphasizing securities trading at significant discounts to intrinsic value and currently targeting sectors such as precious metals and alternative media.

Active portfolio management Wealth management
user avatar

Alexander K

Series 65

Glenbrook, NV

Kaitz Investments Inc.

Alexander Kaitz is the principal of Kaitz Investments Inc. in Glenbrook, NV, holding a Series 65 designation with 13 years of industry experience. He has led Kaitz Investments since 2011. Outside of his advisory role, he provides consulting services in apartment management and related technical and economic matters for a property management business. Kaitz Investments is an independent firm managing approximately $12.2 million in discretionary assets for individual investors, trusts, estates, and some corporate clients. The firm employs a long-term, value-oriented equity strategy based on fundamental analysis, utilizing a range of securities including equities, ETFs, REITs, options, and partnership interests, with portfolio construction tailored to client objectives.

Active portfolio management Options & derivatives strategies Real estate investing
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Hunter H

CFP®, CFA®

Zephyr Cove, NV

Alpine Asset Management

Hunter Harris is a CFP® and CFA® with 10 years of industry experience. He is the principal of Alpine Asset Management, an independent advisory firm he has been with since 2015, and previously worked at Granite Funding Inc. from 2017 to 2018. In addition to his advisory role, Harris operates Hunter Harris Accounting and Tax, a separate sole proprietorship providing accounting and tax return preparation services. Alpine Asset Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, offering investment management and personalized financial planning. The firm uses a combination of passive and active strategies, tailoring portfolio construction to clients’ objectives, risk tolerance, and time horizon, and is notable for working with pension plans and employing fixed, flat advisory fees.

Tax-loss harvesting College savings (529s, UTMA, etc.) General tax planning
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