LA
CFP
LA
CFP

Laura Addington

22 Years of Experience
Cypress Springs Village, TX

Laura Addington is a CFP-designated registered investment advisor at Addington Financial Group LLC, based in Cypress Springs Village, TX, with 22 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 94 clients with $340M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
94 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$338.1M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Fees for accounts over $2,000,000 are negotiable with a minimum of 0.50%. Use of third-party managers incurs an additional fee of up to 0.40% of assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

LA
Laura Addington

Location

Cypress Springs Village, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Addington Financial Group LLC
October 2004 - Present · 22 yrs 1 mo
State Registrations2 states
COTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Contact
Laura Addington