Laurie Dubchansky
Havaplan Financial · Newport Beach, California
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.
Request an introduction to Laurie →
Facts
| Firm | Havaplan Financial |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $98.6M across 143 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6627324 |
| Firm size | 2 employees |
| Disclosures | None reported |
How Laurie's firm compares
- Havaplan Financial's average account is about $690,000, from its Form ADV (assets managed divided by 143 accounts).
Request an introduction to Laurie
Tell Laurie a little about what you're looking for. Laurie isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Laurie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.