MO
CFP
MO
CFP

Mary Oransky

8 Years of Experience
Chesterfield, MO

Mary Oransky is a CFP-designated registered investment advisor at Laminar Wealth LLC, based in Chesterfield, MO, with 8 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 27 clients with $130M in assets under management.

Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
27 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$131.8M

Fee Structure

Planning is included in investment management

Laminar Wealth does not charge a percentage of your portfolio. Instead, Laminar charges a fixed dollar fee for its wealth management services, determined on a client-by-client basis. The specific fixed fee charged will vary from client to client.

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Location

Chesterfield, MO

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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
Laminar Wealth LLC
March 2017 - Present · 9 yrs 2 mos
State Registrations3 states
LAMOTX
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.