Laurie Dubchansky is a CFP-designated registered investment advisor at Havaplan Financial, based in Newport Beach, CA, with 9 years of industry experience. Laurie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 73 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.50% |
Fees are negotiable. Households with less than $250,000 may be subject to a minimum balance fee higher than standard rates. Legacy clients and friends and family may pay lower rates.
Fee Estimator
Contact
Laurie Dubchansky
Location
4695 Macarthur Court, 11th Floor, Newport Beach, CA, 92660
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 →Employment History
Current Registrations
Havaplan Financial
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
Additional Information
I received my undergraduate degree at UCLA, and after earning a Master’s Degree in Health Care Administration, I worked in various health care settings. I managed a non-profit for several years, and then decided to pursue an education in Personal Financial Planning. I worked for three years at a financial planning firm, and I passed the CFP exam in March 2015. I founded Havaplan Financial in 2016.
More Advisors
- Thomas Anderson, CFPHavaplan Financial
- Michael Hu, CFPSeia
- John Kostic, CFPTurner Financial Group, INC.
- Brian Mercado, CFPPrivate Advisor Group, LLC
- Yachen Sun, CFPWells Fargo Advisors
- Mark Mowrey, CFASignature Resources Capital Management, LLC