Donald Laurence
Naviant Partners · San Antonio, Texas
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.
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Specialties
Facts
| Firm | Naviant Partners |
|---|---|
| Based in | San Antonio, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $177.3M across 443 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, TX · CRD 3100139 |
| Exams passed | Series 66 (1998) |
| Firm size | 11 employees |
| Disclosures | Reported; see the SEC record |
| Website | naviantpartners.com |
| Profile |
How Donald's firm compares
- Naviant Partners's average account is about $400,000, from its Form ADV (assets managed divided by 443 accounts).
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Questions about Donald
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.
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
- Naviant Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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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