A complete list of active advisors currently associated with Laser Wealth Management, LLC

Warmer can help you find a great advisor at Laser Wealth Management, LLC or one who fits your needs even better.

Laser Wealth Management serves individual clients and business owners with investment advice, financial planning, and related consulting. Services include acting as a co-advisor on client accounts with a third‑party manager, hourly or fixed‑fee financial planning, a one‑time portfolio “MRI” analysis, and public educational seminars and workshops. The firm’s investment work is implemented through a third‑party manager that follows Modern Portfolio Theory and an efficient‑market approach, emphasizing asset allocation, model portfolios, and periodic rebalancing. Laser does not custody client assets and generally does not exercise trading discretion itself; the third‑party manager holds custodial and discretionary authority while the firm provides plan development, periodic reviews, and ongoing client communication. Notable aspects disclosed in the brochure include the principal’s outside business activities as a licensed insurance agent (about 20% of time) and as an enrolled agent/bookkeeper (about 15% of time), which the firm discloses as potential conflicts of interest when those services are recommended. The firm’s operating model is also atypical for a solo adviser: it receives management fees remitted by the third‑party manager rather than directly managing custody or trading, and it offers no stated account minimum, free seminars, and a low‑cost one‑time MRI service.

To learn more about the advisors currently working at Laser Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.