Advisor at Wealth in Yourself LLC
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Firm
Wealth in Yourself LLC
Location
Zephyr Cove, NV 89448
Credentials
CFP®, Series 66
Industry experience
10 years
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.
Based on Wealth in Yourself LLC
Based on Wealth in Yourself LLC
One-time meeting fee $499; group classes $59; monthly flat fees based on net worth range from $550 to $4,200
$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
$250 to $500 per hour
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
195 Highway 50, Ste 205
Zephyr Cove, NV 89448
California · Massachusetts · Nevada · New York · Texas
Golden Gate University
2023 - Present (3 years)
Lend EDU
2023 - 2024 (1 year)
Advisorpedia
2023 - 2024 (1 year)
Wealth In Yourself
2022 - Present (4 years)
CA Homes In The Pines LLC
2020 - Present (6 years)
Fidelity
2015 - 2018 (3 years)
Fidelity Investments
2014 - 2022 (8 years)
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Accountant / CPA / tax prep
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Real estate agent
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Other specialized services
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