Laura Rotter
True Abundance Advisors · White Plains, New York
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.
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Specialties
Who they serve
- Pre-retirees
- Mid-life transitions
- Divorced individuals
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 | $32.0M across 57 accounts |
| Credentials | CFP · CFA · MBA |
| SEC registration | Investment adviser representative in NY · CRD 1564015 |
| Exams passed | Series 63 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | trueabundanceadvisors.com |
| Profile |
How Laura's firm compares
- Ongoing planning starts at $10,000 a year, above the New York median of $3,600 for fee-only firms that publish prices.
- True Abundance Advisors's average account is about $561,000, from its Form ADV (assets managed divided by 57 accounts).
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Questions about Laura
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- True Abundance Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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