Laura Caler
Exponent Wealth · Orem, Utah
Laura Caler is a fee-only financial advisor at Exponent Wealth in Orem, Utah. Exponent Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Exponent Wealth |
|---|---|
| Based in | Orem, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $110.4M across 464 accounts |
| SEC registration | Investment adviser representative in UT · CRD 5257072 |
| Exams passed | Series 66 (2008) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.crescerawealth.com |
How Laura's firm compares
- Exponent Wealth's average account is about $238,000, from its Form ADV (assets managed divided by 464 accounts).
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Questions about Laura
Is Laura Caler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laura holds no broker registration, and Exponent Wealth 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, Exponent Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Laura Caler based?
Laura Caler is based in Orem, Utah.
Is Laura Caler registered with the SEC?
Yes. Laura Caler is registered as an investment adviser representative in UT (CRD 5257072), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Exponent Wealth manage?
Exponent Wealth reports $110.4M across 464 accounts in assets under management.
How do I contact Laura Caler?
Through Laura's website, www.crescerawealth.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
- 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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