# Laura Kelly

> Laura Kelly is a fee-only financial advisor at Evanson Asset Management in Santa Cruz, California, who holds the CFP credential. Laura charges an ongoing planning fee and a one-time planning fee (ongoing planning from $2,500 a year and one-time plans from $800).

Page: https://find.wellspent.co/advisors/laura-kelly/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Evanson Asset Management
- **Based in:** Santa Cruz, California
- **Fee model:** Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $2,500 a year; one-time plans from $800; a $500,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $5.85B across 4,304 accounts
- **Credentials:** CFP
- **CRD:** 5321371 (https://adviserinfo.sec.gov/individual/summary/5321371)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2006)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.evansonasset.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Laura holds no broker registration, and Evanson Asset Management 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 charges an ongoing planning fee and a one-time planning fee.

### How much does Laura charge?

According to Evanson Asset Management's website, checked October 30, 2026: ongoing planning from $2,500 a year; one-time plans from $800; a $500,000 asset minimum.

### Where is Laura Kelly based?

Laura Kelly is based in Santa Cruz, California.

### What credentials does Laura Kelly hold?

Laura Kelly holds the CFP credential.

### Is Laura Kelly registered with the SEC?

Yes. Laura Kelly is registered as an investment adviser representative in CA and TX (CRD 5321371), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Evanson Asset Management manage?

Evanson Asset Management reports $5.85B across 4,304 accounts in assets under management.

### How do I contact Laura Kelly?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5321371): 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
- The firm's website (https://www.evansonasset.com/): specialties, clients served, and fees, checked October 30, 2026

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