Laura Gustafson is a CFP, ChFC-designated registered investment advisor at Allworth Financial, L.P., based in Norwood, MA, with 7 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 26,325 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allworth Financial offers investment management services through a wrap fee program and a non-wrap fee program. You'll pay a percentage of your portfolio each quarter, billed in advance. The exact percentage depends on the type and amount of your investments. There's a $2,500 minimum annual fee. The maximum fee charged is 2.00%. The wrap fee covers advisory services and most trade execution fees. The non-wrap fee program covers advisory services, but does not include trade execution fees.
Location
220 Norwood Park South, Suite 101, Norwood, MA, 02062
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Laura is an adjunct faculty member at Rhode Island College, lecturing at the graduate level for a few hours per week during semesters when her class is offered. She also owns and works as a fitness instructor for HomeCourt, an online on-demand fitness service.
Employment History
Current Registrations
Allworth Financial, L.P.
Previous Registrations
Shorepoint Capital Partners LLC
Sk Wealth Management, LLC
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Begin Financial Consulting, INC.
Strategic Point Investment Advisors LLC
State Registrations1 state
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.