Laurel Wealth Planning LLC
Laurel Wealth Planning LLC is a registered investment advisory firm headquartered in Edina, Minnesota. Founded in 2014, it operates under a fee-based model and specializes in providing investment advice, financial planning, and portfolio management to individuals, families, and small businesses. The firm delivers customized solutions and serves a diverse clientele that includes high net worth individuals and business owners, helping them design strategies aligned with their financial goals. Laurel employs a team of financial advisors dedicated to transparency, personalized service, and long-term relationship building.
Investment Strategy
Laurel Wealth Planning delivers personalized investment management focused on aligning each client’s portfolio with their unique goals, values, and long-term aspirations. The firm builds customized investment strategies by closely collaborating with clients, incorporating market timing services, and rebalancing portfolios as needed. A strong emphasis is placed on ESG funds—such as SPDR S&P 500 ESG ETF and iShares ESG Aware MSCI USA ETF—diversification, and broad market exposure through index and sector ETFs. Fee structures are flexible, supporting both percentage-based and retainer models, ensuring transparency and value according to client needs.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 7.52% | $14.2M | 23,216 | $387.90 | $612.38 | +$1.2M |
B BWZ | SPDR SERIES TRUST | 6.22% | $11.8M | 422,830 | $28.06 | $27.82 | +$217.0K |
E EFIV | SPDR SERIES TRUST | 5.71% | $10.8M | 169,853 | $46.20 | $63.59 | +$421.3K |
E ESGU | ISHARES TR | 5.64% | $10.7M | 73,250 | $95.29 | $145.60 | +$449.5K |
I IFRA | ISHARES TR | 5.38% | $10.2M | 192,557 | $37.38 | $52.82 | +$544.5K |