Laura O'Neil
Investment Leadership · Forest, Virginia
Laura O'Neil is a fee-only financial advisor at Investment Leadership in Forest, Virginia. Investment Leadership reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Investment Leadership |
|---|---|
| Based in | Forest, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $86.4M across 263 accounts |
| SEC registration | Investment adviser representative in VA · CRD 7258958 |
| Exams passed | Series 65 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.investmentleadership.com |
How Laura's firm compares
- Investment Leadership's average account is about $328,000, from its Form ADV (assets managed divided by 263 accounts).
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Questions about Laura
Is Laura O'Neil a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laura holds no broker registration, and Investment Leadership 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, Investment Leadership, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Laura O'Neil based?
Laura O'Neil is based in Forest, Virginia.
Is Laura O'Neil registered with the SEC?
Yes. Laura O'Neil is registered as an investment adviser representative in VA (CRD 7258958), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Investment Leadership manage?
Investment Leadership reports $86.4M across 263 accounts in assets under management.
How do I contact Laura O'Neil?
Through Laura's website, www.investmentleadership.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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