Laura Amendola
Coquina Private Wealth Advisors · Port Charlotte, Florida
Laura Amendola is a fee-only financial advisor at Coquina Private Wealth Advisors in Port Charlotte, Florida, who holds the CFP credential. Coquina Private Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Coquina Private Wealth Advisors |
|---|---|
| Based in | Port Charlotte, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $417.6M across 1,519 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 2499428 |
| Exams passed | Series 63 (1994) · Series 65 (1995) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.coquinaprivatewealth.com |
How Laura's firm compares
- Coquina Private Wealth Advisors's average account is about $275,000, from its Form ADV (assets managed divided by 1,519 accounts).
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Questions about Laura
Is Laura Amendola a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laura holds no broker registration, and Coquina Private Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Laura charge for financial advice?
Laura's firm, Coquina Private Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Laura Amendola based?
Laura Amendola is based in Port Charlotte, Florida.
What credentials does Laura Amendola hold?
Laura Amendola holds the CFP credential.
Is Laura Amendola registered with the SEC?
Yes. Laura Amendola is registered as an investment adviser representative in FL and TX (CRD 2499428), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Coquina Private Wealth Advisors manage?
Coquina Private Wealth Advisors reports $417.6M across 1,519 accounts in assets under management.
How do I contact Laura Amendola?
Through Laura's website, www.coquinaprivatewealth.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
- Coquina Private Wealth Advisors 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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