LAUREL WEALTH PLANNING

3300 Edinborough Way
Suite 790
Edina, Minnesota 55435
Tel: 952-854-6250

About LAUREL WEALTH PLANNING

LAUREL WEALTH PLANNING, formally registered with the SEC as LAUREL WEALTH PLANNING. The firm was established in 02/10/2014. They have over 1 offices throughout the country.

LAUREL WEALTH PLANNING is a Edina, Minnesota based Financial Planning firm with nearly $395,558,975 assets under management, offering retirement planning & investment advisory services to 941 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122035
SEC#	801-79116
Assets Managed by Firm	$395,558,975
No. of Clients	941
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	941	$395,558,975
Individuals (other than high net worth individuals)	54	$24,903,741
High net worth individuals	114	$370,655,234

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