Laurie Tomlinson
Alchemi Wealth · Essex, Connecticut
Laurie Tomlinson is a fee-only financial advisor at Alchemi Wealth in Essex, Connecticut. Alchemi Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Alchemi Wealth |
|---|---|
| Based in | Essex, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $286.9M across 1,136 accounts |
| SEC registration | Investment adviser representative in CT · CRD 1055083 |
| Exams passed | Series 63 (1997) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.alchemiwealth.com |
How Laurie's firm compares
- Alchemi Wealth's average account is about $253,000, from its Form ADV (assets managed divided by 1,136 accounts).
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Questions about Laurie
Is Laurie Tomlinson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laurie holds no broker registration, and Alchemi Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Laurie charge for financial advice?
Laurie's firm, Alchemi Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Laurie Tomlinson based?
Laurie Tomlinson is based in Essex, Connecticut.
Is Laurie Tomlinson registered with the SEC?
Yes. Laurie Tomlinson is registered as an investment adviser representative in CT (CRD 1055083), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alchemi Wealth manage?
Alchemi Wealth reports $286.9M across 1,136 accounts in assets under management.
How do I contact Laurie Tomlinson?
Through Laurie's website, www.alchemiwealth.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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