Advisor at Wealth & Wellness Group, LLC
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.
Firm
Wealth & Wellness Group, LLC
Location
Brighton, MI 48116
Credentials
Series 63, Series 65
Industry experience
15 years
Robert Laura is an investment advisor with Wealth & Wellness Group, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been involved with Synergos Financial Group since 2009 and leads Wealth & Wellness Group since 2025. In addition to his advisory work, he is a member of Retirement Project LLC, an education-focused entity where he develops content and workshops. Wealth & Wellness Group offers portfolio management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, estates, and certain employee benefit plans. The firm employs a diversified investment approach based on modern portfolio theory and fundamental analysis and provides both discretionary and non-discretionary management alongside standalone financial planning and second-opinion services.
Integrated annual flat fee available for new client relationships covering planning, management and advisory services; Financial planning fixed minimum fee $1,000; Second Opinion Service minimum flat fee $500; Fiduciary Service may charge initial flat fee
$0.00 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.50% $5,000,000+: Negotiable
$300 per hour for financial planning consulting services
Minimum fee: Minimum annual fee of $1,500 applies to Fiduciary Service accounts Fee-only: Financial planning fees: minimum $1,000 fixed fee; hourly rate $300/hour with minimum $500 per engagement; Second Opinion Service minimum flat fee $500; Fiduciary Service additional 0.10% plus flat and annual fees
690 Hope St., Suite B
Brighton, MI 48116
Michigan · Texas
Wealth & Wellness Group, LLC
2025 - Present (1 year)
Laura Investment Properties, LLC
2024 - Present (2 years)
Retirement Project LLC
2010 - Present (16 years)
Synergos Financial Group, L.L.C. dba Osborn Wealth Management
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Brighton, MI
Grit and Lavender Financial Planning
Series 65, Series 66
Brighton, MI
Fiducial Partners LLC
CFP®
Howell, MI
Cultivate Financial Wellness, LLC
Julie Quick, CFP®, BFA™, CDFA® is founder of Cultivate Financial Wellness, a virtual practice where she caters her services to helping women all over the US navigate the financial challenges experienced before, during and after divorce. Working with a wide variety of clients throughout her 25+ year career has taught her that financial planning is about much more than numbers—it’s about paying attention to the values, emotions and life experiences of each individual person. Women, in particular, face unique financial challenges. These may include the long-term effects of the gender wage gap, time out of the workforce to care for family members, and longer life expectancies - all of which can be compounded by a divorce. Julie harnesses her personal and professional experience to help women move from feelings of uncertainty and insecurity to financial empowerment. Julie lives in Howell, Michigan, with her firefighter husband, Jeff, and their dog, Luger. When she isn’t working she enjoys all things fitness, traveling and working on home-improvement projects.
CFP®, Series 63, Series 66
Brighton, MI
Summit Wealth Strategies Group, LLC
Series 65
Brighton, MI
Castle Wealth Group Investments LLC
CFP®, Series 65
Brighton, MI
Old Oak Financial Planning, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")