Laurel Buckalew
Insignia Wealth Advisory · Opelika, Alabama
Laurel Buckalew is a fee-only financial advisor at Insignia Wealth Advisory in Opelika, Alabama. Laurel focuses on retirement planning and small business owners. Insignia Wealth Advisory reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Divorced individuals
Facts
| Firm | Insignia Wealth Advisory |
|---|---|
| Based in | Opelika, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $22.7M across 192 accounts |
| SEC registration | Investment adviser representative in AL, TX · CRD 6481297 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.insigniawa.com |
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Questions about Laurel
Is Laurel Buckalew a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laurel holds no broker registration, and Insignia Wealth Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Laurel charge for financial advice?
Laurel's firm, Insignia Wealth Advisory, reports charging a percentage of assets on its SEC Form ADV.
Where is Laurel Buckalew based?
Laurel Buckalew is based in Opelika, Alabama.
What does Laurel specialize in?
Laurel's specialties include retirement planning and small business owners. Laurel works with divorced individuals.
Is Laurel Buckalew registered with the SEC?
Yes. Laurel Buckalew is registered as an investment adviser representative in AL and TX (CRD 6481297), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Insignia Wealth Advisory manage?
Insignia Wealth Advisory reports $22.7M across 192 accounts in assets under management.
How do I contact Laurel Buckalew?
Through Laurel's website, www.insigniawa.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
- Insignia Wealth Advisory 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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