Laura Kelly
Evanson Asset Management · Santa Cruz, California
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).
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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 |
| Assets under management | $5.85B across 4,304 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5321371 |
| Exams passed | Series 65 (2006) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.evansonasset.com |
| Profile |
How Laura's firm compares
- Ongoing planning starts at $2,500 a year, below the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $800, below the California median of $2,500 for fee-only firms that publish prices.
- Evanson Asset Management's average account is about $1.4 million, from its Form ADV (assets managed divided by 4,304 accounts).
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Questions about Laura
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.
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
- Evanson Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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