Lauer Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$160,931,690
Total clients
399
12% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
133
Average account size
$403,338
About
Lauer Wealth Management provides advisory services to individuals (including high-net-worth and non‑HNW clients), trusts, estates, charitable organizations, retirement plans, and small businesses, managing approximately $160.9 million on a discretionary basis for about 399 client relationships. Its services include comprehensive financial planning and consulting, customized portfolio management, retirement plan consulting, and business consulting for owners and prospective owners.
The firm uses Modern Portfolio Theory and custom asset-allocation models to construct portfolios that typically include ETFs, mutual funds, individual stocks and bonds, and bank CDs, and it monitors accounts on an ongoing basis with at least annual reviews. It also offers an options program (with a general guideline of no more than 2% of a client’s investable assets in options), integrates tax-aware portfolio management, and routinely incorporates CPA tax reviews into planning work.
Notably, the firm is affiliated with an accounting practice and has licensed CPAs among its principals, which the brochure discloses are involved in tax preparation and business consulting that can be coordinated with the advisory services. The firm also discloses referral arrangements tied to the accounting practice (one-time introduction payments disclosed in the brochure), and it can serve as a fiduciary to retirement plans at ERISA 3(21) or 3(38) levels—features that distinguish it from many peers.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning and business consulting can range from $1,000 up to $50,000 or more depending on scope and complexity; project fees for business consulting can range from $1,000 to $25,000.
$0 - $250,000: 1.25% $250,001 - $500,000: 1.10% $500,001 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Hourly rates for business consulting range from $225 to $400 per hour.
Main office location
Lauer Wealth Management
196 E 112 S
Valparaiso IN 46383, United States
Number of offices
2
Most active in
Illinois · Indiana · Michigan · South Dakota
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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.
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")