Laura Boldt is a CFP-designated registered investment advisor at Pfg Advisors, based in Phoenix, AZ, with 27 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 7,592 clients with $3.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Management fees are negotiable up to a maximum of 1.95% of assets under management. Fees may be structured as fixed, variable linear, or variable tiered. Additional platform or strategist fees may apply depending on the selected program.
Fee Estimator
Location
16215 N. 28th Ave., Phoenix, AZ, 85053
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2017Employment History
Current Registrations
Pfg Advisors
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
USAA Investment Management Company
USAA Investment Management CompanyBroker
Citigroup Global Markets INC.Broker
State Registrations2 states
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
More Advisors
- Adam Mosbach, CFPPfg Advisors
- Victoria Yazzie, CFPPfg Advisors
- Todd Kalina, CFPPfg Advisors
- Louis Priebe, CFPPfg Advisors
- Natalie Rivosecchi, CFPCharles Schwab & CO., INC.
- Cheryl Knight, ChFCLPL Enterprise, LLC