Laurel Wealth Planning Llc
- Regulatory AUM
- $454M
- Discretionary
- $448M
- Clients
- 177
- Avg AUM / client
- $2.6M
- Accounts
- 1,008
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 48 | $19.2M | 4.24% |
| High net worth individuals | 129 | $434M | 95.8% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Laura Ann Kuntz | Member And Cco | Personal Financial Specialist | Jan 1998 (29y) | 75% or more |
| Mallory Amanda Kretman | Member | CFP | Oct 2015 (11y) | 5% – 10% |
| Anne Michelle Ward | Member | CFP | Dec 2020 (6y) | 10% – 25% |
| Jesse Thomas Kuusisto | Registered representative | CFP | Nov 2017 (9y) | |
| Maxwell Lee Carlos | Registered representative | CFP | Feb 2023 (3y) | |
| Katherine Elizabeth Then | Registered representative | Dec 2024 (2y) | ||
| Felix James Kopycinski | Registered representative | CFP | Feb 2025 (1y) |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/26/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Raymond James $425M (94% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 26, 2026.
View current Form ADV (SEC/IAPD) ↗