# Laurean Nardone

> Laurean Nardone is a fee-only financial advisor at Shira Ridge Wealth Management in Larkspur, California, who holds the CFP credential. Laurean focuses on estate & legacy planning, tax planning and retirement planning. Shira Ridge Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/laurean-nardone/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Shira Ridge Wealth Management
- **Based in:** Larkspur, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Assets under management (firm):** $366.4M across 841 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning, Sustainable & impact investing
- **CRD:** 1131151 (https://adviserinfo.sec.gov/individual/summary/1131151)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1990)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.shiraridge.com

## Frequently asked questions

### Is Laurean Nardone a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Laurean holds no broker registration, and Shira Ridge Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Laurean charge for financial advice?

Laurean's firm, Shira Ridge Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### How much does Laurean charge?

According to Shira Ridge Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Where is Laurean Nardone based?

Laurean Nardone is based in Larkspur, California.

### What does Laurean specialize in?

Laurean's specialties include estate & legacy planning, tax planning, retirement planning and sustainable & impact investing.

### What credentials does Laurean Nardone hold?

Laurean Nardone holds the CFP credential.

### Is Laurean Nardone registered with the SEC?

Yes. Laurean Nardone is registered as an investment adviser representative in CA (CRD 1131151), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Shira Ridge Wealth Management manage?

Shira Ridge Wealth Management reports $366.4M across 841 accounts in assets under management.

### How do I contact Laurean Nardone?

Through Laurean's website, www.shiraridge.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1131151): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://shiraridge.com/): specialties, clients served, and fees, checked October 30, 2026

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