Advisor at Laser Wealth Management, LLC
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Firm
Laser Wealth Management, LLC
Location
Kensington, MD 20895
Credentials
ChFC®, Series 63, Series 65
Industry experience
13 years
Samuel Asare is a financial advisor at Laser Wealth Management, LLC in Kensington, MD, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, previously affiliated with Laser Financial Group. Outside of advisory services, he is a licensed insurance agent and provides tax planning and filing services as an enrolled agent and bookkeeper. Laser Wealth Management serves individual clients and business owners by offering investment advice, financial planning, and consulting. The firm uses a third-party manager to implement investment strategies based on Modern Portfolio Theory, focusing on asset allocation and periodic rebalancing, while providing clients with plan development, reviews, and educational seminars.
Based on Laser Wealth Management, LLC
Financial planning fixed fees ranging from $500 to $10,000; Portfolio MRI service one-time fee of $350.
up to 1.00% annually, negotiable
Financial planning at $250 per hour (negotiable).
Fee-only: Fee only; no commissions on investment advisory services.
10410 Kensington Parkway, Suite 308
Kensington, MD 20895
District of Columbia · Maryland · Virginia
Laser Wealth Management, LLC
2024 - Present (2 years)
Laser Wealth Management, LLC
2015 - Present (11 years)
Laser Financial Group
2008 - 2024 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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.
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