LM
CFP
LM
CFP

Laura Manion

1 Year of Experience
Ligonier, PA

Laura Manion is a CFP-designated registered investment advisor at Manion Financial Solutions LLC, based in Ligonier, PA, with 1 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, Financial Planning & Coaching, Retirement Planning, Tax Planning.

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

Fee Structure

Ongoing financial planning is available to clients who have engaged with Manion Financial Solutions for a comprehensive financial plan. The recurring fixed fee ranges from $0 to $1,000 per month, paid in advance. The fee depends on the client's specific needs, complexity, time, research, and resources required.

  • Comprehensive Financial Plan - A one-time engagement providing a detailed financial plan designed to achieve the client's stated financial goals and objectives.
  • Project-Based Financial Planning - A limited scope one-time engagement to address specific questions or issues. The client may choose from various topics to cover or other areas as requested and agreed to by Manion Financial Solutions.
Annual Retainer:$0 - $1,000/year
One-Time Plan:Up to $10,000
Hourly Rate:Up to $200/hr
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Location

Ligonier, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Laura is a self-employed tutor for K-12 students since September 2020. This activity takes about half of Laura's time and is not investment related.

Employment History
Current Registrations
Manion Financial Solutions LLC
August 2024 - Present · 1 yr 9 mos
State Registrations1 state
PA
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.