Jeremy Lau
Prudent Investors · Lake Forest, California
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.
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Facts
| Firm | Prudent Investors |
|---|---|
| Based in | Lake Forest, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $515.8M across 670 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6812603 |
| Exams passed | Series 65 (2017) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.prudentinvestors.com |
| Profile |
How Jeremy's firm compares
- Prudent Investors's average account is about $770,000, from its Form ADV (assets managed divided by 670 accounts).
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Questions about Jeremy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lake Forest
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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