Kurt Laubinger
Potomac Wealth Management · Great Falls, Virginia
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.
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Specialties
Who they serve
- Multi-generational families
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 | $96.1M across 98 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 1144481 |
| Exams passed | Series 63 (2002) · Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.potomacwealthmanagementllc.com |
| Profile |
How Kurt's firm compares
- Potomac Wealth Management's average account is about $981,000, from its Form ADV (assets managed divided by 98 accounts).
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Questions about Kurt
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.
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
- Potomac 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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