Lauretta Reeves
Bastion Fiduciary · Raleigh, North Carolina
Lauretta Reeves is a fee-only financial advisor at Bastion Fiduciary in Raleigh, North Carolina, who holds the CFA credential. Bastion Fiduciary reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bastion Fiduciary |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $125.2M across 437 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, NC, TX · CRD 711404 |
| Exams passed | Series 65 (1994) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.lastbastion.com |
How Lauretta's firm compares
- Bastion Fiduciary's average account is about $287,000, from its Form ADV (assets managed divided by 437 accounts).
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Questions about Lauretta
Is Lauretta Reeves a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lauretta holds no broker registration, and Bastion Fiduciary reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lauretta charge for financial advice?
Lauretta's firm, Bastion Fiduciary, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lauretta Reeves based?
Lauretta Reeves is based in Raleigh, North Carolina.
What credentials does Lauretta Reeves hold?
Lauretta Reeves holds the CFA credential.
Is Lauretta Reeves registered with the SEC?
Yes. Lauretta Reeves is registered as an investment adviser representative in FL, NC and TX (CRD 711404), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bastion Fiduciary manage?
Bastion Fiduciary reports $125.2M across 437 accounts in assets under management.
How do I contact Lauretta Reeves?
Through Lauretta's website, www.lastbastion.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
- 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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