Grant Hamstra
Lauer Wealth Management · Valparaiso, Indiana
Grant Hamstra is a fee-only financial advisor at Lauer Wealth Management in Valparaiso, Indiana. Grant focuses on tax planning, retirement planning and estate & legacy planning. Lauer Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Lauer Wealth Management |
|---|---|
| Based in | Valparaiso, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $160.9M across 919 accounts |
| SEC registration | Investment adviser representative in IN · CRD 8349897 |
| Exams passed | Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | lauerwealth.com |
How Grant's firm compares
- Lauer Wealth Management's average account is about $175,000, from its Form ADV (assets managed divided by 919 accounts).
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Questions about Grant
Is Grant Hamstra a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Grant holds no broker registration, and Lauer Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Grant charge for financial advice?
Grant's firm, Lauer Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Grant Hamstra based?
Grant Hamstra is based in Valparaiso, Indiana.
What does Grant specialize in?
Grant's specialties include tax planning, retirement planning, estate & legacy planning, small business owners and founders (pre-exit).
Is Grant Hamstra registered with the SEC?
Yes. Grant Hamstra is registered as an investment adviser representative in IN (CRD 8349897), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lauer Wealth Management manage?
Lauer Wealth Management reports $160.9M across 919 accounts in assets under management.
How do I contact Grant Hamstra?
Through Grant's website, lauerwealth.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
- Lauer Wealth Management 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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