CF
CFP
CF
CFP

Chandler Fugate-Laus

7 Years of Experience
Raleigh, NC

Chandler Fugate-Laus is a CFP-designated registered investment advisor at Moneyfluent, based in Raleigh, NC, with 7 years of industry experience. Chandler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 6 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

For ongoing financial planning, Moneyfluent LLC charges a monthly fee ranging from $100 to $500, depending on the client's needs, complexity, time, research, and resources required. The fee is negotiable.

For project-based financial planning, Moneyfluent LLC charges either a fixed fee between $500 and $10,000 or an hourly rate of $275. The fee depends on the client's needs, complexity, time, research, and resources required. The fee is negotiable.

Annual Retainer:$1,200 - $6,000/year
One-Time Plan:$500 - $10,000
Hourly Rate:Up to $275/hr
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Contact

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Chandler Fugate-Laus

Location

601 St Mary'S Street, Raleigh, NC, 27605

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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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Other Business Activities

Chandler is the owner and founder of Moneyfluent LLC, an investment-related entity. He is also a registered investment adviser representative of Tilly, Inc., dedicating about a quarter of his time to providing advisory services to Tilly's clients.

Employment History
Current Registrations
Moneyfluent
September 2022 - Present · 3 yrs 8 mos
Tilly, INC.
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Northavenue LLC
November 2018 - October 2021 · 2 yrs 11 mos
Partnership Financial, LLC
August 2017 - January 2019 · 1 yr 5 mos
State Registrations2 states
NCOH
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.
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Chandler Fugate-Laus
Chandler Fugate-Laus - Financial Advisor | TrueAdvisor