Laura Moss is a registered investment advisor at W3 Wealth Advisors, LLC, based in Akron, OH, with 17 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
W3 Wealth Advisors does not directly manage investments. Instead, they recommend managed account programs through Valmark Advisers, Inc., where fees are described in Valmark's brochure. These programs may allocate assets to different funds or portfolio managers. Clients may pay custodial, transaction, or account maintenance fees, but W3 does not share in these fees. Clients can buy securities outside these programs without incurring program fees.
Location
301 Springside Drive, Akron, OH, 44333
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Laura is an investment committee member for In His Steps Foundation, a non-profit endowment foundation, since 2022. She is also a financial advisor at W3 Wealth Advisors since 2021 and the treasurer for Norton Baptist Church since February 2024, dedicating a few hours per week to the church.
Employment History
Current Registrations
W3 Wealth Advisors, LLC
Valmark Advisers, INC.
Valmark Securities, INC.
Valmark Securities, INC.Broker
Previous Registrations
Sikich Financial
Oneascent Financial Services LLC
Beacon Wealth Consultants, INC.
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations30 states
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