Lauren Maclaren
Journey Wealth · Cleveland, Ohio
Lauren Maclaren is a fee-only financial advisor at Journey Wealth in Cleveland, Ohio, who holds the CFP credential. Lauren focuses on tax planning, estate & legacy planning and small business owners. Journey Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Ultra high net worth
Facts
| Firm | Journey Wealth |
|---|---|
| Based in | Cleveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.39B across 879 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 5821518 |
| Exams passed | Series 66 (2011) |
| Firm size | 27 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.fsmwealthadvisors.com |
| Profile |
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Questions about Lauren
Is Lauren Maclaren a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lauren holds no broker registration, and Journey Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lauren charge for financial advice?
Lauren's firm, Journey Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lauren Maclaren based?
Lauren Maclaren is based in Cleveland, Ohio.
What does Lauren specialize in?
Lauren's specialties include tax planning, estate & legacy planning, small business owners and founders (pre-exit). Lauren works with executives, retirees and ultra high net worth.
What credentials does Lauren Maclaren hold?
Lauren Maclaren holds the CFP credential.
Is Lauren Maclaren registered with the SEC?
Yes. Lauren Maclaren is registered as an investment adviser representative in OH (CRD 5821518), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Journey Wealth manage?
Journey Wealth reports $1.39B across 879 accounts in assets under management.
How do I contact Lauren Maclaren?
Through Lauren's website, www.fsmwealthadvisors.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
- Journey Wealth 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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