Laura Wall
Personal Financial Advisors · Pickerington, Ohio
Laura Wall is a fee-only financial advisor at Personal Financial Advisors in Pickerington, Ohio, who holds the CFP credential. Personal Financial Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Personal Financial Advisors |
|---|---|
| Based in | Pickerington, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $80.3M across 476 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 6880024 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.davidstoneadvisor.com |
How Laura's firm compares
- Personal Financial Advisors's average account is about $169,000, from its Form ADV (assets managed divided by 476 accounts).
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Questions about Laura
Is Laura Wall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laura holds no broker registration, and Personal Financial Advisors 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, Personal Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Laura Wall based?
Laura Wall is based in Pickerington, Ohio.
What credentials does Laura Wall hold?
Laura Wall holds the CFP credential.
Is Laura Wall registered with the SEC?
Yes. Laura Wall is registered as an investment adviser representative in OH (CRD 6880024), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Personal Financial Advisors manage?
Personal Financial Advisors reports $80.3M across 476 accounts in assets under management.
How do I contact Laura Wall?
Through Laura's website, www.davidstoneadvisor.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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