Miles Laubinger
Potomac Wealth Management · Great Falls, Virginia
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.
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Specialties
Who they serve
- Multi-generational families
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 | $96.1M across 98 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX, VA · CRD 6705513 |
| Exams passed | Series 63 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.potomacwealthmanagementllc.com |
| Profile |
How Miles's firm compares
- Potomac Wealth Management's average account is about $981,000, from its Form ADV (assets managed divided by 98 accounts).
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Questions about Miles
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.
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
- Potomac Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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