# Laurie Dubchansky

> Laurie Dubchansky is a fee-only financial advisor at Havaplan Financial in Newport Beach, California, who holds the CFP credential. Havaplan Financial reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/laurie-dubchansky/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Havaplan Financial
- **Based in:** Newport Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $98.6M across 143 accounts
- **Credentials:** CFP
- **CRD:** 6627324 (https://adviserinfo.sec.gov/individual/summary/6627324)
- **SEC registration:** Investment adviser representative in CA, TX
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Laurie Dubchansky a fee-only financial advisor?

Yes. Laurie Dubchansky is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Laurie's firm.

### How does Laurie charge for financial advice?

Laurie's firm, Havaplan Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Laurie Dubchansky based?

Laurie Dubchansky is based in Newport Beach, California.

### What credentials does Laurie Dubchansky hold?

Laurie Dubchansky holds the CFP credential.

### Is Laurie Dubchansky registered with the SEC?

Yes. Laurie Dubchansky is registered as an investment adviser representative in CA and TX (CRD 6627324), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Havaplan Financial manage?

Havaplan Financial reports $98.6M across 143 accounts in assets under management.

### How do I contact Laurie Dubchansky?

Contact details aren't on file yet. Search for Havaplan Financial.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/laurie-dubchansky-10746): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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