Laurel Farrell
Portfolio Logix · Missoula, Montana
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.
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Facts
| Firm | Portfolio Logix |
|---|---|
| Based in | Missoula, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $39.5M across 245 accounts |
| SEC registration | Investment adviser representative in ID, MT · CRD 7650521 |
| Exams passed | Series 63 (1993) · Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Laurel's firm compares
- Portfolio Logix's average account is about $161,000, from its Form ADV (assets managed divided by 245 accounts).
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Questions about Laurel
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.
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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