Tom Lau
Envoy Advisory · Colorado Springs, Colorado
Tom Lau is a fee-only financial advisor at Envoy Advisory in Colorado Springs, Colorado. Envoy Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Envoy Advisory |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $615.0M across 1,983 accounts |
| SEC registration | Investment adviser representative in CO · CRD 7622603 |
| Exams passed | Series 65 (2022) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | envoyfinancial.com |
| Profile |
How Tom's firm compares
- Envoy Advisory's average account is about $310,000, from its Form ADV (assets managed divided by 1,983 accounts).
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Questions about Tom
Is Tom Lau a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tom holds no broker registration, and Envoy Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tom charge for financial advice?
Tom's firm, Envoy Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tom Lau based?
Tom Lau is based in Colorado Springs, Colorado.
Is Tom Lau registered with the SEC?
Yes. Tom Lau is registered as an investment adviser representative in CO (CRD 7622603), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Envoy Advisory manage?
Envoy Advisory reports $615.0M across 1,983 accounts in assets under management.
How do I contact Tom Lau?
Through Tom's website, envoyfinancial.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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