Laser Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
67
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
67
Average account size
$0
About
Laser Wealth Management serves individual clients and business owners with investment advice, financial planning, and related consulting. Services include acting as a co-advisor on client accounts with a third‑party manager, hourly or fixed‑fee financial planning, a one‑time portfolio “MRI” analysis, and public educational seminars and workshops.
The firm’s investment work is implemented through a third‑party manager that follows Modern Portfolio Theory and an efficient‑market approach, emphasizing asset allocation, model portfolios, and periodic rebalancing. Laser does not custody client assets and generally does not exercise trading discretion itself; the third‑party manager holds custodial and discretionary authority while the firm provides plan development, periodic reviews, and ongoing client communication.
Notable aspects disclosed in the brochure include the principal’s outside business activities as a licensed insurance agent (about 20% of time) and as an enrolled agent/bookkeeper (about 15% of time), which the firm discloses as potential conflicts of interest when those services are recommended. The firm’s operating model is also atypical for a solo adviser: it receives management fees remitted by the third‑party manager rather than directly managing custody or trading, and it offers no stated account minimum, free seminars, and a low‑cost one‑time MRI service.
Client services
Expertise
Fee options
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.
Main office location
Laser Wealth Management, LLC
10410 Kensington Parkway, Suite 308
Kensington MD 20895, United States
Number of offices
1
Most active in
District of Columbia · Maryland · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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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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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.
Forms ADV
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