Catherine Lafee
Laffer Tengler Investments · Sottsdale, Arizona
Catherine Lafee is a fee-only financial advisor at Laffer Tengler Investments in Sottsdale, Arizona. Laffer Tengler Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Laffer Tengler Investments |
|---|---|
| Based in | Sottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $800.1M across 767 accounts |
| SEC registration | Investment adviser representative in AZ, TX · CRD 2576685 |
| Exams passed | Series 63 (2011) · Series 65 (2015) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | laffertengler.com |
How Catherine's firm compares
- Laffer Tengler Investments's average account is about $1.0 million, from its Form ADV (assets managed divided by 767 accounts).
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Questions about Catherine
Is Catherine Lafee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Catherine holds no broker registration, and Laffer Tengler Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Catherine charge for financial advice?
Catherine's firm, Laffer Tengler Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Catherine Lafee based?
Catherine Lafee is based in Sottsdale, Arizona.
Is Catherine Lafee registered with the SEC?
Yes. Catherine Lafee is registered as an investment adviser representative in AZ and TX (CRD 2576685), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Laffer Tengler Investments manage?
Laffer Tengler Investments reports $800.1M across 767 accounts in assets under management.
How do I contact Catherine Lafee?
Through Catherine's website, laffertengler.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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