# Miles Laubinger

> Miles Laubinger is a fee-only financial advisor at Potomac Wealth Management in Great Falls, Virginia, who holds the CFA credential. Miles focuses on estate & legacy planning, retirement planning and family wealth transfer. Potomac Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/miles-laubinger/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Potomac Wealth Management
- **Based in:** Great Falls, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $96.1M across 98 accounts
- **Credentials:** CFA
- **Specialties:** Estate & legacy planning, Retirement planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 6705513 (https://adviserinfo.sec.gov/individual/summary/6705513)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 63 (2016)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.potomacwealthmanagementllc.com

## Frequently asked questions

### Is Miles Laubinger a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Miles holds no broker registration, and Potomac Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Miles charge for financial advice?

Miles's firm, Potomac Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Miles Laubinger based?

Miles Laubinger is based in Great Falls, Virginia.

### What does Miles specialize in?

Miles's specialties include estate & legacy planning, retirement planning and family wealth transfer. Miles works with multi-generational families.

### What credentials does Miles Laubinger hold?

Miles Laubinger holds the CFA credential.

### Is Miles Laubinger registered with the SEC?

Yes. Miles Laubinger is registered as an investment adviser representative in TX and VA (CRD 6705513), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Potomac Wealth Management manage?

Potomac Wealth Management reports $96.1M across 98 accounts in assets under management.

### How do I contact Miles Laubinger?

Through Miles's website, www.potomacwealthmanagementllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6705513): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://potomacwealthmanagementllc.com/): specialties, clients served, and fees, checked October 30, 2026

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