Lauer Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$50,000

“Fixed fee arrangements typically range from $1,000 to $50,000 and asset-based fees generally conform to the following tiered fee schedule:”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Lauer Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are negotiable, but can range from $1,000 up to $50,000 or more on a fixed fee basis, depending upon the scope and complexity of the services and the professional rendering the planning and/or the Consulting services.”
• “The terms and conditions of the financial planning and/or Consulting engagement are set forth in the Advisory Agreement and Lauer Wealth, LLC generally requires one-half of the fee (estimated fixed) payable upon execution of the Advisory Agreement.”
• “The outstanding balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”

How Lauer Wealth Management’s fees compare

• Its flat or project fee of $1,000-$50,000 spans the Indiana median of $5,000. 100% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Valparaiso that publish a flat or project fee charge less.

About Lauer Wealth Management

• Firm size: 5 employees.
• Credentials named in the brochure: CFP® and CPA.
• Founded: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

399

Employees

5

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$160,931,690

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

289763

Website

lauerwealth.com (opens in new tab)

Phone

(219) 243-8129

Can advise clients in 4 states: Illinois, Indiana, Michigan, South Dakota

Other planners in Valparaiso that publish fees

• Dunes FinancialValparaiso$250/hr, $2,000⁠-⁠$12,000
• Kotys Wealth ProfessionalsValparaiso$375/hr
• MWM Advisory Group, LLCValparaiso$250/hr, $2,000⁠-⁠$10,000
• Pinnacle Financial Group LLCValparaiso$500

Compare all 6 planners in Valparaiso