Joshua St. Laurent
Wealth In Yourself · Zephyr Cove, Nevada
Joshua St. Laurent is a fee-only financial advisor at Wealth In Yourself in Zephyr Cove, Nevada, who holds the CFP credential. Joshua charges an ongoing planning fee (ongoing planning from $15,000 a year) and focuses on real estate investors, small business owners and tax planning.
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Specialties
Who they serve
- Real estate investors
- Founders
Facts
| Firm | Wealth In Yourself |
|---|---|
| Based in | Zephyr Cove, Nevada |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $15,000 a year |
| Accepting new clients | Yes |
| Assets under management | $3.5M across 48 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NY, TX · CRD 6437775 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wealthinyourself.com |
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Questions about Joshua
Is Joshua St. Laurent a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Wealth In Yourself reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua charges an ongoing planning fee.
How much does Joshua charge?
According to Wealth In Yourself's website, checked October 30, 2026: ongoing planning from $15,000 a year.
Where is Joshua St. Laurent based?
Joshua St. Laurent is based in Zephyr Cove, Nevada.
What does Joshua specialize in?
Joshua's specialties include real estate investors, small business owners, tax planning, estate & legacy planning and founders (pre-exit). Joshua works with real estate investors and founders.
What credentials does Joshua St. Laurent hold?
Joshua St. Laurent holds the CFP credential.
Is Joshua St. Laurent registered with the SEC?
Yes. Joshua St. Laurent is registered as an investment adviser representative in MA, NY and TX (CRD 6437775), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth In Yourself manage?
Wealth In Yourself reports $3.5M across 48 accounts in assets under management.
How do I contact Joshua St. Laurent?
Through Joshua's website, www.wealthinyourself.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
- Wealth In Yourself 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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