Lawrence Yoder
Halieus Investment Advisors · Broadway, Virginia
Lawrence Yoder is a fee-only financial advisor at Halieus Investment Advisors in Broadway, Virginia. Halieus Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Lawrence →
Facts
| Firm | Halieus Investment Advisors |
|---|---|
| Based in | Broadway, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.3M across 4 accounts |
| SEC registration | Investment adviser representative in VA · CRD 6682306 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.halieus.net |
How Lawrence's firm compares
- Halieus Investment Advisors's average account is about $331,000, from its Form ADV (assets managed divided by 4 accounts).
Request an introduction to Lawrence
Tell Lawrence a little about what you're looking for. Lawrence 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 Lawrence
Is Lawrence Yoder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lawrence holds no broker registration, and Halieus Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lawrence charge for financial advice?
Lawrence's firm, Halieus Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Lawrence Yoder based?
Lawrence Yoder is based in Broadway, Virginia.
Is Lawrence Yoder registered with the SEC?
Yes. Lawrence Yoder is registered as an investment adviser representative in VA (CRD 6682306), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Halieus Investment Advisors manage?
Halieus Investment Advisors reports $1.3M across 4 accounts in assets under management.
How do I contact Lawrence Yoder?
Through Lawrence's website, www.halieus.net.
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.
See something wrong? Request a correction. Read our methodology.