Laura Elizabeth Williams
LW
CFP
Laura Elizabeth Williams
LW
CFP

Laura Elizabeth Williams

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
390 advisors
Number of Clients
18,377 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$39.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
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Laura Elizabeth Williams
LW
Laura Elizabeth Williams

Location

203 Crescent Street, Suite 404, Waltham, MA, 02453

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Beacon Pointe Advisors, LLC
October 2025 - Present · 4 mos
Previous Registrations
Sensible Financial Planning and Management, LLC
March 2018 - October 2025 · 7 yrs 7 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.
Additional Information

Laura joined Sensible Financial® in 2014 as an Financial Advisor working with the team to develop financial plans. Laura earned her B.S. in finance from Bentley University, graduating in the spring of 2014. She also obtained her Certificate in Financial Planning from Boston University in 2017. Laura is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA).

Laura Elizabeth Williams
LW
Contact
Laura Elizabeth Williams