# Laurel Farrell

> Laurel Farrell is a fee-only financial advisor at Portfolio Logix in Missoula, Montana. Portfolio Logix reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/laurel-farrell/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Portfolio Logix
- **Based in:** Missoula, Montana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $39.5M across 245 accounts
- **CRD:** 7650521 (https://adviserinfo.sec.gov/individual/summary/7650521)
- **SEC registration:** Investment adviser representative in ID, MT
- **Exams passed:** Series 63 (1993), Series 65 (2022)
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Laurel Farrell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Laurel holds no broker registration, and Portfolio Logix 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, Portfolio Logix, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Laurel Farrell based?

Laurel Farrell is based in Missoula, Montana.

### Is Laurel Farrell registered with the SEC?

Yes. Laurel Farrell is registered as an investment adviser representative in ID and MT (CRD 7650521), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Portfolio Logix manage?

Portfolio Logix reports $39.5M across 245 accounts in assets under management.

### How do I contact Laurel Farrell?

Contact details aren't on file yet. Search for Portfolio Logix.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7650521): 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

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