# Donald Laurence

> Donald Laurence is a fee-only financial advisor at Naviant Partners in San Antonio, Texas, who holds the CFP credential. Donald focuses on estate & legacy planning and family wealth transfer. Naviant Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/donald-laurence/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Naviant Partners
- **Based in:** San Antonio, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $177.3M across 443 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **CRD:** 3100139 (https://adviserinfo.sec.gov/individual/summary/3100139)
- **SEC registration:** Investment adviser representative in AL, TX
- **Exams passed:** Series 66 (1998)
- **Firm size:** 11 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://naviantpartners.com/

## Frequently asked questions

### Is Donald Laurence a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Naviant Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Donald charge for financial advice?

Donald's firm, Naviant Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Donald Laurence based?

Donald Laurence is based in San Antonio, Texas.

### What does Donald specialize in?

Donald's specialties include estate & legacy planning and family wealth transfer.

### What credentials does Donald Laurence hold?

Donald Laurence holds the CFP credential.

### Is Donald Laurence registered with the SEC?

Yes. Donald Laurence is registered as an investment adviser representative in AL and TX (CRD 3100139), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Naviant Partners manage?

Naviant Partners reports $177.3M across 443 accounts in assets under management.

### How do I contact Donald Laurence?

Through Donald's website, naviantpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3100139): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.naviantpartners.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.