Laura Redfern
Shadowridge Asset Management · Austin, Texas
Laura Redfern is a fee-only financial advisor at Shadowridge Asset Management in Austin, Texas, who holds the CFP credential. Laura charges hourly fees and a one-time planning fee and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Shadowridge Asset Management |
|---|---|
| Based in | Austin, Texas |
| Fee model | Hourly · One-time planning fee |
| Assets under management | $126.7M across 870 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5190884 |
| Exams passed | Series 66 (2007) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | shadowridgeinvest.com |
How Laura's firm compares
- Shadowridge Asset Management's average account is about $146,000, from its Form ADV (assets managed divided by 870 accounts).
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Questions about Laura
Is Laura Redfern a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laura holds no broker registration, and Shadowridge 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 hourly fees and a one-time planning fee.
Where is Laura Redfern based?
Laura Redfern is based in Austin, Texas.
What does Laura specialize in?
Laura's specialties include retirement planning. Laura works with retirees and pre-retirees.
What credentials does Laura Redfern hold?
Laura Redfern holds the CFP credential.
Is Laura Redfern registered with the SEC?
Yes. Laura Redfern is registered as an investment adviser representative in TX (CRD 5190884), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shadowridge Asset Management manage?
Shadowridge Asset Management reports $126.7M across 870 accounts in assets under management.
How do I contact Laura Redfern?
Through Laura's website, shadowridgeinvest.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
- Shadowridge 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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