# Katherine Lauer

> Katherine Lauer is a fee-only financial advisor at High Net Worth Advisory Group in Naples, Florida. Katherine focuses on retirement planning. High Net Worth Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** High Net Worth Advisory Group
- **Based in:** Naples, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $861.7M across 1,119 accounts
- **Specialties:** Retirement planning
- **Works with:** Multi-generational families
- **CRD:** 7756544 (https://adviserinfo.sec.gov/individual/summary/7756544)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2023)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.highnetworthadvisorygroup.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Katherine holds no broker registration, and High Net Worth Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Katherine charge for financial advice?

Katherine's firm, High Net Worth Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Katherine Lauer based?

Katherine Lauer is based in Naples, Florida.

### What does Katherine specialize in?

Katherine's specialties include retirement planning. Katherine works with multi-generational families.

### Is Katherine Lauer registered with the SEC?

Yes. Katherine Lauer is registered as an investment adviser representative in FL (CRD 7756544), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does High Net Worth Advisory Group manage?

High Net Worth Advisory Group reports $861.7M across 1,119 accounts in assets under management.

### How do I contact Katherine Lauer?

Through Katherine's website, www.highnetworthadvisorygroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7756544): 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://highnetworthadvisorygroup.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.