Laura Schenkel
VaMa Oak Wealth · Atkinson, New Hampshire
Laura Schenkel is a fee-only financial advisor at VaMa Oak Wealth in Atkinson, New Hampshire, who holds the CFP credential. Laura focuses on tax planning. VaMa Oak Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | VaMa Oak Wealth |
|---|---|
| Based in | Atkinson, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $91.2M across 390 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NH, PA · CRD 7491714 |
| Exams passed | Series 66 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.vamawealth.com |
How Laura's firm compares
- VaMa Oak Wealth's average account is about $234,000, from its Form ADV (assets managed divided by 390 accounts).
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Questions about Laura
Is Laura Schenkel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laura holds no broker registration, and VaMa Oak Wealth 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, VaMa Oak Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Laura Schenkel based?
Laura Schenkel is based in Atkinson, New Hampshire.
What does Laura specialize in?
Laura's specialties include tax planning.
What credentials does Laura Schenkel hold?
Laura Schenkel holds the CFP credential.
Is Laura Schenkel registered with the SEC?
Yes. Laura Schenkel is registered as an investment adviser representative in NH and PA (CRD 7491714), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does VaMa Oak Wealth manage?
VaMa Oak Wealth reports $91.2M across 390 accounts in assets under management.
How do I contact Laura Schenkel?
Through Laura's website, www.vamawealth.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
- VaMa Oak Wealth 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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