# Kurt Laubinger

> Kurt Laubinger is a fee-only financial advisor at Potomac Wealth Management in Great Falls, Virginia. Kurt focuses on estate & legacy planning, retirement planning and family wealth transfer. Potomac Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Potomac Wealth Management
- **Based in:** Great Falls, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $96.1M across 98 accounts
- **Specialties:** Estate & legacy planning, Retirement planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 1144481 (https://adviserinfo.sec.gov/individual/summary/1144481)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 63 (2002), Series 66 (2008)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.potomacwealthmanagementllc.com

## Frequently asked questions

### Is Kurt Laubinger a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kurt holds no broker registration, and Potomac Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kurt charge for financial advice?

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

### Where is Kurt Laubinger based?

Kurt Laubinger is based in Great Falls, Virginia.

### What does Kurt specialize in?

Kurt's specialties include estate & legacy planning, retirement planning and family wealth transfer. Kurt works with multi-generational families.

### Is Kurt Laubinger registered with the SEC?

Yes. Kurt Laubinger is registered as an investment adviser representative in TX and VA (CRD 1144481), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Potomac Wealth Management manage?

Potomac Wealth Management reports $96.1M across 98 accounts in assets under management.

### How do I contact Kurt Laubinger?

Through Kurt's website, www.potomacwealthmanagementllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1144481): 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://potomacwealthmanagementllc.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.