Laurean Nardone
Shira Ridge Wealth Management · Larkspur, California
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.
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Specialties
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 | $366.4M across 841 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 1131151 |
| Exams passed | Series 63 (1990) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.shiraridge.com |
| Profile |
How Laurean's firm compares
- Shira Ridge Wealth Management's average account is about $436,000, from its Form ADV (assets managed divided by 841 accounts).
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Questions about Laurean
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.
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
- Shira Ridge Wealth Management 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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