# Laura Bereiter

> Laura Bereiter is a fee-only financial advisor at White Oaks Wealth Advisors in Minneapolis, Minnesota, who holds the CFP and PFS credentials. White Oaks Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/laura-bereiter/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** White Oaks Wealth Advisors
- **Based in:** Minneapolis, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $618.3M across 222 accounts
- **Credentials:** CFP, PFS
- **CRD:** 6713023 (https://adviserinfo.sec.gov/individual/summary/6713023)
- **SEC registration:** Investment adviser representative in MN
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.whiteoakswealth.com

## Frequently asked questions

### Is Laura Bereiter a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Laura holds no broker registration, and White Oaks 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, White Oaks Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Laura Bereiter based?

Laura Bereiter is based in Minneapolis, Minnesota.

### What credentials does Laura Bereiter hold?

Laura Bereiter holds the CFP and PFS credentials.

### Is Laura Bereiter registered with the SEC?

Yes. Laura Bereiter is registered as an investment adviser representative in MN (CRD 6713023), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does White Oaks Wealth Advisors manage?

White Oaks Wealth Advisors reports $618.3M across 222 accounts in assets under management.

### How do I contact Laura Bereiter?

Through Laura's website, www.whiteoakswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6713023): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.