# John Lauer

> John Lauer is a fee-only financial advisor at Lauer Wealth Management in Valparaiso, Indiana, who holds the CFP credential. John 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.

Page: https://find.wellspent.co/advisors/john-lauer-1467522/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Lauer Wealth Management
- **Based in:** Valparaiso, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $160.9M across 919 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Retirement planning, Estate & legacy planning, Small business owners, Founders (pre-exit)
- **CRD:** 1467522 (https://adviserinfo.sec.gov/individual/summary/1467522)
- **SEC registration:** Investment adviser representative in IL, IN, SD
- **Exams passed:** Series 63 (1986), Series 65 (1996)
- **Firm size:** 5 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://lauerwealth.com

## Frequently asked questions

### Is John Lauer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?

John's firm, Lauer Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is John Lauer based?

John Lauer is based in Valparaiso, Indiana.

### What does John specialize in?

John's specialties include tax planning, retirement planning, estate & legacy planning, small business owners and founders (pre-exit).

### What credentials does John Lauer hold?

John Lauer holds the CFP credential.

### Is John Lauer registered with the SEC?

Yes. John Lauer is registered as an investment adviser representative in IL, IN and SD (CRD 1467522), 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 Lauer Wealth Management manage?

Lauer Wealth Management reports $160.9M across 919 accounts in assets under management.

### How do I contact John Lauer?

Through John's website, lauerwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1467522): 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.lauerwealth.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.