Laurel Wealth Planning

**Laurel Wealth Planning LLC Summary:** **Background and Expertise:** Laurel Wealth Planning LLC is a registered investment adviser founded in 1998 by Laura A. Kuntz, who serves as President, CEO, Administrative Officer, and CCO. The firm specializes in offering wealth management and financial planning services for individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. The firm acts as a fiduciary, required to act in the client's best interest at all times. **Consumer-Facing Terms:** - **Minimum Account Size:** No minimum account size requirement, but a minimum annual fee of $7,500. - **Fee Structure:** Hourly fee range of $150 - $600 for financial planning services. Wealth management services are charged based on a tiered annual fee schedule. - **Fiduciary:** The firm is a fiduciary, obligated to act in the client's best interest at all times. - **Investment Discretion:** The firm manages client assets on a discretionary and non-discretionary basis. - **Investment Philosophy:** Utilizes fundamental and technical analysis for investment decisions, offering long and short-term purchases, margin transactions, and option writing. **Advisory Business Description:** - **Financial Planning:** Offers financial planning services based on an hourly fee, covering various aspects such as cash flow analysis, education planning, estate planning, tax reduction, and investment strategy development. - **Wealth Management:** Provides continuous advice on investment based on individual client needs, managing portfolios consisting of various investment products. **Methods of Analysis:** Utilizes fundamental and technical analysis, historical quantitative data, and an Investment Committee to review research material and discuss economic conditions. **Disciplinary Information:** No disciplinary events involving Laurel Wealth Planning LLC or its Supervised Persons have occurred. **Additional Information:** Laura A. Kuntz supervises all persons at Laurel Wealth Planning LLC and holds regular meetings to review client reports, emails, and trading activities. For more details, you can contact Laura A. Kuntz at 952-854-6250.