Lauer Wealth Management

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Client assets under management

$157,453,545

Clients

399

12% high-net-worth

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

133

Very High

Average account size

$394,620

About

Lauer Wealth Management provides advisory services to individuals (including high-net-worth and non‑HNW clients), trusts, estates, charitable organizations, retirement plans, and small businesses, managing approximately $160.9 million on a discretionary basis for about 399 client relationships. Its services include comprehensive financial planning and consulting, customized portfolio management, retirement plan consulting, and business consulting for owners and prospective owners.

The firm uses Modern Portfolio Theory and custom asset-allocation models to construct portfolios that typically include ETFs, mutual funds, individual stocks and bonds, and bank CDs, and it monitors accounts on an ongoing basis with at least annual reviews. It also offers an options program (with a general guideline of no more than 2% of a client’s investable assets in options), integrates tax-aware portfolio management, and routinely incorporates CPA tax reviews into planning work.

Notably, the firm is affiliated with an accounting practice and has licensed CPAs among its principals, which the brochure discloses are involved in tax preparation and business consulting that can be coordinated with the advisory services. The firm also discloses referral arrangements tied to the accounting practice (one-time introduction payments disclosed in the brochure), and it can serve as a fiduciary to retirement plans at ERISA 3(21) or 3(38) levels—features that distinguish it from many peers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies General retirement planning Cash flow / budgeting

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Fixed fees for financial planning and business consulting can range from $1,000 up to $50,000 or more depending on scope and complexity; project fees for business consulting can range from $1,000 to $25,000.

Percentage

$0 - $250,000: 1.25% $250,001 - $500,000: 1.10% $500,001 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Project-based

Hourly rates for business consulting range from $225 to $400 per hour.

Main office location

Lauer Wealth Management

196 E 112 S

Valparaiso IN 46383, United States

Number of offices

Most active in

Illinois · Indiana · Michigan · South Dakota

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 219-243-8129

Advisors at this firm

John L

Series 66

Valparaiso, IN

Lauer Wealth Management

John Lauer is a financial advisor at Lauer Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked previously with HighTower Advisors, LLC and HighTower Securities, LLC. Outside of advising, he is an adjunct professor at North Park University teaching individual taxation and holds a CPA license, assisting family and friends with tax preparation. Lauer Wealth Management serves individual clients, including high-net-worth households, as well as trusts, retirement plans, and business entities. The firm offers financial planning, investment management, retirement-plan consulting, business consulting, and a separately managed options program, using asset-allocation models based on Modern Portfolio Theory and tax-aware strategies tailored to client objectives.

Options & derivatives strategies General retirement planning Cash flow / budgeting Founder/Business Owner Retired

John L

CFP®, Series 63, Series 65

Valparaiso, IN

Lauer Wealth Management

John Lauer is a CFP® professional with 27 years of industry experience. He is a principal at Lauer Wealth Management, where he has worked since 2017, and also has experience with IFAM Capital and Central Wealth. Lauer Wealth Management serves individual clients, trusts, retirement plans, and business entities through financial planning, investment management, retirement-plan consulting, business consulting, and a separately managed options program. The firm employs asset-allocation models based on Modern Portfolio Theory and offers services including discretionary portfolio management, tax-aware rebalancing, and options strategies tailored to client risk and cash-flow needs.

Options & derivatives strategies General retirement planning Cash flow / budgeting Founder/Business Owner Retired

Gene H

Series 65

Valparaiso, IN

Lauer Wealth Management

Gene Hamstra is a financial advisor at Lauer Wealth Management in Valparaiso, IN, holding a Series 65 designation with 12 years of industry experience. Prior to joining Lauer Wealth in 2020, he worked at Compass Financial Advisors from 2014 to 2020. Outside of his advisory role, Hamstra is the owner and president of Hamstra Mortgage Professionals, a mortgage brokerage firm he has operated since 2006. Lauer Wealth Management serves individual clients, including high-net-worth households, as well as trusts, retirement plans, and business entities. The firm offers financial planning, investment management, retirement-plan consulting, business consulting, and a separately managed options program, utilizing asset allocation models based on Modern Portfolio Theory and a combination of ETFs, mutual funds, stocks, bonds, and bank CDs.

Options & derivatives strategies General retirement planning Cash flow / budgeting Founder/Business Owner Retired

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