John Lauer
Lauer Wealth Management · Valparaiso, Indiana
John Lauer is a fee-only financial advisor at Lauer Wealth Management in Valparaiso, Indiana. 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.
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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 IL, IN · CRD 6542206 |
| Exams passed | Series 66 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | lauerwealth.com |
| Profile |
How John'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 John
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).
Is John Lauer registered with the SEC?
Yes. John Lauer is registered as an investment adviser representative in IL and IN (CRD 6542206), 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 John Lauer?
Through John'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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