Laura Bereiter
White Oaks Wealth Advisors · Minneapolis, Minnesota
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.
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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 | $618.3M across 222 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in MN · CRD 6713023 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.whiteoakswealth.com |
How Laura's firm compares
- White Oaks Wealth Advisors's average account is about $2.8 million, from its Form ADV (assets managed divided by 222 accounts).
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Questions about Laura
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
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
- 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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