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Advisor

Nancy Tengler

Laffer Tengler Investments · Incline Village, Nevada

Nancy Tengler is a fee-only financial advisor at Laffer Tengler Investments in Incline Village, Nevada. Laffer Tengler Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmLaffer Tengler Investments
Based in Incline Village, Nevada
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$800.1M across 767 accounts
SEC registration Investment adviser representative in AZ, TX · CRD 2491091
Exams passedSeries 65 (2019)
Firm size14 employees
Disclosures Reported; see the SEC record
Websitelaffertengler.com
LinkedInProfile

How Nancy's firm compares

  • Laffer Tengler Investments's average account is about $1.0 million, from its Form ADV (assets managed divided by 767 accounts).

What fee-only advisors charge in Nevada

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Questions about Nancy

Is Nancy Tengler a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nancy holds no broker registration, and Laffer Tengler Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Nancy charge for financial advice?

Nancy's firm, Laffer Tengler Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Nancy Tengler based?

Nancy Tengler is based in Incline Village, Nevada.

Is Nancy Tengler registered with the SEC?

Yes. Nancy Tengler is registered as an investment adviser representative in AZ and TX (CRD 2491091), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

How much does Laffer Tengler Investments manage?

Laffer Tengler Investments reports $800.1M across 767 accounts in assets under management.

How do I contact Nancy Tengler?

Through Nancy's website, laffertengler.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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