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The fee has a $5,000 annual minimum.","source":"LAUTERBACH FINANCIAL ADVISORS FORM ADV PART 2A, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Lauterbach Financial Advisors use?","answer":"Lauterbach Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $675M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lauterbach Financial Advisors have?","answer":"Lauterbach Financial Advisors has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lauterbach Financial Advisors invest in?","answer":"At the end of its last fiscal year, Lauterbach Financial Advisors’ separately managed accounts held 68% registered funds (mutual funds, ETFs, BDCs), 20% cash and equivalents, 6% exchange-traded equities, 3% U.S. government and agency bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lauterbach Financial Advisors?","answer":"Lauterbach Financial Advisors’ direct owners are Stephen Rash, Scott Kobren, Cynthia Lyons, Mark Groover, Billy Defrance, Suzanne Lindau, Daniel Sonnen, Adrian Brito and Matthew Kerr, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lauterbach Financial Advisors get paid?","answer":"Lauterbach Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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