Laura Carlson
Advisor at APELLA Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Laura Carlson is a PFS™ credentialed advisor at Apella Wealth with three years of industry experience. She has worked at Apella Capital, LLC since 2022 and previously spent 11 years at NR Smith & Associates, P.S. Apella Wealth provides advisory services to a diverse client base including individual investors, families, corporations, retirement plans, and institutional entities. The firm employs a model-driven investment process that integrates quantitative methods, external managers, and specialty strategies, supported by advanced technology and tax-aware services.
Expertise
Based on APELLA Wealth
Tax-loss harvesting
Factor investing / smart beta
ESG / Sustainable investing
Retirement plans for business owners (SEP, solo 401k)
Fee options
Financial planning fixed fees negotiated case-by-case, typically one-time unless ongoing services requested
$0 - $500,000: $500,000+: up to 1.50% annually
Financial planning services hourly fees range from $1,000 to $25,000 depending on complexity; ongoing annual fixed fee also available
Account minimum: $500,000
Location
65 Memorial Drive, Suite C340
West Hartford, CT 06107
Most active in
Laura C has reported serving >5 clients in these states in the last 12 months.
Connecticut · Washington
Work history
Apella Capital, LLC
2022 - Present (4 years)
NR Smith & Associates, P.S.
2011 - 2022 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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