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CFP

Laurie Ingwersen

Allworth Financial, L.P.
26 Years of Experience
Waltham, MA
1 DisclosureBroker
View SEC Summary
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Laurie Ingwersen is a CFP-designated registered investment advisor at Allworth Financial, L.P., based in Waltham, MA, with 26 years of industry experience. Laurie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 29,297 clients with $34B in assets under management.

Allworth Financial, L.P.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
315 advisors
Number of Clients
29,297 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$33.6B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum fee is 2.00% per year, subject to a $2,500 annual minimum fee. Fees are negotiable and can vary based on specific client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

800 South Street, Suite 350, Waltham, MA, 02451

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History

Regulatory History (1)
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Customer Dispute
May 2026
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Aw SecuritiesBroker
July 2023 - Present · 3 yrs 3 mos
Allworth Financial, L.P.
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
The Harvest Group
October 2016 - August 2023 · 6 yrs 10 mos
Purshe Kaplan Sterling InvestmentsBroker
September 2016 - June 2023 · 6 yrs 9 mos
UBS Financial Services INC.Broker
December 2008 - October 2016 · 7 yrs 10 mos
Wachovia Securities, LLC
July 2006 - December 2008 · 2 yrs 5 mos
Wachovia Securities, LLC
April 2006 - June 2006 · 2 mos
Wachovia Securities, LLCBroker
July 2003 - December 2008 · 5 yrs 5 mos
Prudential Securities IncorporatedBroker
February 2000 - July 2003 · 3 yrs 5 mos
State Registrations9 states
AZCAFLMAMENHNYOHTN
AdvisorBrokerBoth

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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