Raymond Laporte
Martha's Vineyard Investment Advisors · West Tisbury, Massachusetts
Raymond Laporte is a fee-only financial advisor at Martha's Vineyard Investment Advisors in West Tisbury, Massachusetts. Martha's Vineyard Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Martha's Vineyard Investment Advisors |
|---|---|
| Based in | West Tisbury, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $342.9M across 371 accounts |
| SEC registration | Investment adviser representative in MA · CRD 2542883 |
| Exams passed | Series 63 (1994) · Series 66 (2008) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.mvinvestmentadvisors.com |
How Raymond's firm compares
- Martha's Vineyard Investment Advisors's average account is about $924,000, from its Form ADV (assets managed divided by 371 accounts).
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Questions about Raymond
Is Raymond Laporte a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raymond holds no broker registration, and Martha's Vineyard Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Raymond charge for financial advice?
Raymond's firm, Martha's Vineyard Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Raymond Laporte based?
Raymond Laporte is based in West Tisbury, Massachusetts.
Is Raymond Laporte registered with the SEC?
Yes. Raymond Laporte is registered as an investment adviser representative in MA (CRD 2542883), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Martha's Vineyard Investment Advisors manage?
Martha's Vineyard Investment Advisors reports $342.9M across 371 accounts in assets under management.
How do I contact Raymond Laporte?
Through Raymond's website, www.mvinvestmentadvisors.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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