Robert Laura
Wealth and Wellness Group · Brighton, Michigan
Robert Laura is a fee-only financial advisor at Wealth and Wellness Group in Brighton, Michigan. Robert charges a flat fee or retainer and focuses on retirement planning.
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Specialties
Facts
| Firm | Wealth and Wellness Group |
|---|---|
| Based in | Brighton, Michigan |
| Fee model | Flat fee or retainer |
| Assets under management | $65.2M across 221 accounts |
| SEC registration | Investment adviser representative in MI, TX · CRD 4153364 |
| Exams passed | Series 63 (2004) · Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wealthandwellnessgroup.com |
| Profile |
How Robert's firm compares
- Wealth and Wellness Group's average account is about $295,000, from its Form ADV (assets managed divided by 221 accounts).
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Questions about Robert
Is Robert Laura a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Wealth and Wellness Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert charges a flat fee or retainer.
Where is Robert Laura based?
Robert Laura is based in Brighton, Michigan.
What does Robert specialize in?
Robert's specialties include retirement planning.
Is Robert Laura registered with the SEC?
Yes. Robert Laura is registered as an investment adviser representative in MI and TX (CRD 4153364), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth and Wellness Group manage?
Wealth and Wellness Group reports $65.2M across 221 accounts in assets under management.
How do I contact Robert Laura?
Through Robert's website, www.wealthandwellnessgroup.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
- Wealth and Wellness Group 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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