# Laura Rotter

> Laura Rotter is a fee-only financial advisor at True Abundance Advisors in White Plains, New York, who holds the CFP, CFA and MBA credentials. Laura charges a percentage of assets and an ongoing planning fee (ongoing planning from $10,000 a year and 1.15% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/laura-rotter/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** True Abundance Advisors
- **Based in:** White Plains, New York
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $10,000 a year; 1.15% a year on the first tier of assets managed; a $500,000 asset minimum
- **Assets under management (firm):** $32.0M across 57 accounts
- **Credentials:** CFP, CFA, MBA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Divorce financial planning
- **Works with:** Pre-retirees, Mid-life transitions, Divorced individuals
- **CRD:** 1564015 (https://adviserinfo.sec.gov/individual/summary/1564015)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2009)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://trueabundanceadvisors.com

## Frequently asked questions

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

Yes. Laura Rotter is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Laura's firm.

### How does Laura charge for financial advice?

Laura charges a percentage of assets and an ongoing planning fee.

### How much does Laura charge?

According to True Abundance Advisors's website, checked October 28, 2026: ongoing planning from $10,000 a year; 1.15% a year on the first tier of assets managed; a $500,000 asset minimum.

### Where is Laura Rotter based?

Laura Rotter is based in White Plains, New York.

### What does Laura specialize in?

Laura's specialties include retirement planning, estate & legacy planning, tax planning and divorce financial planning. Laura works with pre-retirees, mid-life transitions and divorced individuals.

### What credentials does Laura Rotter hold?

Laura Rotter holds the CFP, CFA and MBA credentials.

### Is Laura Rotter registered with the SEC?

Yes. Laura Rotter is registered as an investment adviser representative in NY (CRD 1564015), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does True Abundance Advisors manage?

True Abundance Advisors reports $32.0M across 57 accounts in assets under management.

### How do I contact Laura Rotter?

Through Laura's website, trueabundanceadvisors.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/laura-rotter-10970): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://trueabundanceadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

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