Laura Daniels
Balanced Rock Investment Advisors · Roslindale, Massachusetts
Laura Daniels is a fee-only financial advisor at Balanced Rock Investment Advisors in Roslindale, Massachusetts, who holds the CFP credential. Balanced Rock Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Balanced Rock Investment Advisors |
|---|---|
| Based in | Roslindale, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $193.2M across 834 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MA · CRD 7337470 |
| Exams passed | Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | balancedrockinvestmentadvisors.com |
How Laura's firm compares
- Balanced Rock Investment Advisors's average account is about $232,000, from its Form ADV (assets managed divided by 834 accounts).
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Questions about Laura
Is Laura Daniels a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laura holds no broker registration, and Balanced Rock Investment 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, Balanced Rock Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Laura Daniels based?
Laura Daniels is based in Roslindale, Massachusetts.
What credentials does Laura Daniels hold?
Laura Daniels holds the CFP credential.
Is Laura Daniels registered with the SEC?
Yes. Laura Daniels is registered as an investment adviser representative in CA and MA (CRD 7337470), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Balanced Rock Investment Advisors manage?
Balanced Rock Investment Advisors reports $193.2M across 834 accounts in assets under management.
How do I contact Laura Daniels?
Through Laura's website, balancedrockinvestmentadvisors.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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