Laurel Wealth Planning provides financial planning, portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, and retirement plan services. Financial planning was provided to 101–250 clients last fiscal year.
Laurel Wealth Planning reports 177 clients. They include 129 high-net-worth individuals and 48 individual clients. Of its assets, 98.7% ($448M across 986 accounts) are managed with discretion; $5.97M across 22 accounts are not. A wrap fee program the firm both sponsors and manages holds $227K. It advised 8 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 27% | 4% |
| High-net-worth individuals | 73% | 96% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 48 | $19.2M | 4.2% | $400K |
| High-net-worth individuals | 129 | $434M | 95.8% | $3.37M |
| Total | 177 | $454M | 100% | $2.56M |
- Clients
- 48
- Regulatory AUM
- $19.2M
- AUM share
- 4.2%
- Avg. per client
- $400K
- Clients
- 129
- Regulatory AUM
- $434M
- AUM share
- 95.8%
- Avg. per client
- $3.37M
Total
- Clients
- 177
- Regulatory AUM
- $454M
- AUM share
- 100%
- Avg. per client
- $2.56M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 8
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Laurel Wealth Planning charges 0.50%–1.25% a year for its Wealth Management Services. The fee is billed in advance, is negotiable and has a $1,875 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is charged at a mutually agreed hourly fee of $150 to $600, usually with an initial payment of $500 at the start of the engagement.
Laura Kuntz owns 75% or more of Laurel Wealth Planning. The leadership team of Laurel Wealth Planning includes President Laura Kuntz and Chief Compliance Officer Mallory Kretman. It has 8 employees, 6 of them in advisory roles.
Staff
- 8 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 75% or more of Laurel Wealth Planning LLC
Laura Kuntz
Control person · since January 2025
- Owns 5% to 10% of Laurel Wealth Planning LLC
Mallory Kretman
since May 2025
Laurel Wealth Planning’s regulatory assets grew 1.7× from $262M (March 2021) to $454M (May 2026); clients rose from 146 to 177 and employees were 8 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $454M | 177 | 8 | 1 |
| May 2025May 2025 | $396M | 168 | 8 | 1 |
| Jun 2024June 2024 | $355M | 163 | 7 | 1 |
| Apr 2023April 2023 | $332M | 171 | 8 | 1 |
| Apr 2022April 2022 | $342M | 163 | 9 | 1 |
| Mar 2021March 2021 | $262M | 146 | 8 | 1 |
Besides its headquarters, Laurel Wealth Planning has 0 offices, with 1 listed address in 1 state.
Minnesota · 1 listed address
- 3300 Edinborough Way, Suite 790, EdinaHQ
Contact and registration details
- Legal name
- Laurel Wealth Planning LLC
- Headquarters
- 3300 Edinborough Way, Suite 790, Edina, MN 55435
- Website
- laurelwealthplanning.com
- Phone
- 952-854-6250
- @laurel-wealth-planning
- SEC file
- 801-79116
- Founded
- 1998
- Structure
- Minnesota LLC
- Fiscal year end
- December
Laurel Wealth Planning’s named custodian for separately managed accounts is Raymond James ($425M). Laurel Wealth Planning has custody of $6.9M for 5 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $425M100%
At year end, Laurel Wealth Planning’s separately managed accounts were mostly in funds (86%). Its reported 13F holdings for the quarter ended 30 June 2026 total $226M across 67 positions; the largest are Vanguard Index Fds (7.5%), iShares TR (5.1%) and iShares TR (5.1%).
What the accounts hold
- Stocks2%
- Funds86%
- Cash8%
- Other4%
- Annuities4%
How many clients does Laurel Wealth Planning have?
Laurel Wealth Planning has 177 clients and manages $454 million for them, as of May 2026. They include 129 high-net-worth individuals and 48 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 May 2026
What services does Laurel Wealth Planning offer?
Laurel Wealth Planning provides financial planning, portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Laurel Wealth Planning charge?
Laurel Wealth Planning charges 0.50%–1.25% a year for its Wealth Management Services. The fee is billed in advance, is negotiable and has a $1,875 annual minimum.
Which custodians does Laurel Wealth Planning use?
Laurel Wealth Planning’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $425M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 May 2026
How many financial advisors does Laurel Wealth Planning have?
Laurel Wealth Planning has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Laurel Wealth Planning invest in?
At the end of its last fiscal year, Laurel Wealth Planning’s separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 4% other and 2% exchange-traded equities. The 4% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Laurel Wealth Planning?
Laurel Wealth Planning’s direct owners are Laura Kuntz (75% or more) and Mallory Kretman (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 26 May 2026
How does Laurel Wealth Planning get paid?
Laurel Wealth Planning is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Laurel Wealth Planning?
Laurel Wealth Planning’s main office is at 3300 Edinborough Way, Suite 790, Edina, MN 55435. Its phone number is 952-854-6250. Its website is laurelwealthplanning.com.