Lauer Wealth Management

Founded in 2016 in Chesterton, Indiana, Lauer Wealth Management operates as a registered investment advisor providing portfolio management and tax-planning...

Lauer Wealth Management

Founded in 2016 in Chesterton, Indiana, Lauer Wealth Management operates as a registered investment advisor providing portfolio management and tax-planning services to individuals, corporations, and various entities. The firm is structured as a fee-only RIA, meaning it does not earn commissions on product sales — its revenue derives entirely from advisory fees tied to assets under management or retainer arrangements. The firm's investment approach centers on portfolio construction and management, with an emphasis on tax-aware strategies. Lauer Wealth Management advises across traditional asset classes including equities, fixed income, and mutual funds, structuring portfolios tailored to individual client goals and tax circumstances. The practice combines ongoing investment management with integrated tax planning, a pairing that is common among sophisticated family offices but less prevalent among mass-market financial advisors. The firm serves clients primarily in Indiana and the broader Midwest region. Company disclosures filed with the SEC confirm the firm is led by its founder, operating from a single location in Chesterton. The firm maintains an independent, custody-agnostic posture — client assets are held at third-party custodians rather than in-house. As a small RIA, Lauer Wealth Management likely serves a concentrated book of private clients, with no public record of institutional separate accounts, commingled funds, or alternative investment vehicles. The structural differentiator for Lauer Wealth Management is its tax-integrated advisory model under an RIA structure. Unlike broker-dealer affiliated advisors who face product-firm incentives, the firm's fee-only, fiduciary framework aligns compensation solely with client outcomes. For a locally focused wealth manager in the Midwest, this independence is a meaningful governance feature — the firm can select investments and custodians without proprietary product mandates.

Website

lauerwealth.com

linkedin.com/company/lauer-wealth-management

General information

Firm type

Bank / Wealth / Trust

Year founded

2016

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Chesterton

Corporate office

Chesterton, IN, United States

Is Lauer Wealth Management a fiduciary?

Yes. As a registered investment advisor regulated by the SEC, Lauer Wealth Management has a fiduciary duty to act in its clients' best interests. This means the firm must disclose conflicts of interest and cannot place its own compensation ahead of client outcomes — a higher standard than broker-dealers governed by Regulation Best Interest.

Does Lauer Wealth Management earn commissions on investments it recommends?

No. The firm operates as a fee-only RIA, per its SEC filings. All compensation comes from advisory fees — typically a percentage of assets under management — rather than commissions or kickbacks from third-party product providers. This removes the incentive to trade or recommend higher-commission products.

Where does Lauer Wealth Management custody client assets?

Client assets are held at independent third-party custodians, not at Lauer Wealth Management directly. The specific custodian names are not publicly disclosed, but the firm's custody-agnostic model means the advisor manages portfolios while the custodian holds the securities — a standard practice among independent RIAs that protects clients against advisor-level insolvency.

What does tax-integrated portfolio management mean in practice?

It means the firm coordinates investment decisions with a client's broader tax picture — for example, harvesting capital losses to offset gains, selecting tax-efficient fund share classes, and sequencing withdrawals from taxable versus tax-deferred accounts to minimize overall liability. This is a more integrated approach than the separate advisor-plus-CPA model many clients use.

Does the firm offer alternative investments like private equity or hedge funds?

No public record indicates Lauer Wealth Management allocates client capital to private equity, hedge funds, or other alternative investments. Its regulatory filings describe a traditional portfolio management practice focused on stocks, bonds, and mutual funds. Small RIAs serving local clientele typically maintain liquid, public-market portfolios.

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