# Jeremy Lau

> Jeremy Lau is a fee-only financial advisor at Prudent Investors in Lake Forest, California. Prudent Investors reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeremy-lau/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Prudent Investors
- **Based in:** Lake Forest, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $515.8M across 670 accounts
- **CRD:** 6812603 (https://adviserinfo.sec.gov/individual/summary/6812603)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2017)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.prudentinvestors.com

## Frequently asked questions

### Is Jeremy Lau a fee-only financial advisor?

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

### How does Jeremy charge for financial advice?

Jeremy's firm, Prudent Investors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jeremy Lau based?

Jeremy Lau is based in Lake Forest, California.

### Is Jeremy Lau registered with the SEC?

Yes. Jeremy Lau is registered as an investment adviser representative in CA (CRD 6812603), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Prudent Investors manage?

Prudent Investors reports $515.8M across 670 accounts in assets under management.

### How do I contact Jeremy Lau?

Through Jeremy's website, www.prudentinvestors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6812603): 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

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