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Laurel Kutler

8 Years of Experience
Broker

Laurel Kutler is a registered investment advisor at Able Financial Group, LLC, based in Scottsdale, AZ, with 8 years of industry experience. Laurel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 551 clients with $570M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
551 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$571.0M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K1.25%
$750K - $1.5M1.00%
$1.5M - $5.0M0.85%
$5.0M - $15.0M0.75%
$15M+0.75%

Fees are negotiable for accounts over $15,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8737 E. Via De Commercio, Suite 100, Scottsdale, AZ, 85258

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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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Other Business Activities

Laurel works full-time as a registered investment advisor (RIA) at ABLE Financial Group. She spends nearly all of her time during trading hours in this role.

Employment History
Current Registrations
Able Financial Group, LLC
January 2023 - Present · 3 yrs 3 mos
Private Client Services, LLCBroker
January 2023 - Present · 3 yrs 3 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
October 2020 - February 2023 · 2 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2020 - February 2023 · 2 yrs 4 mos
Edward Jones
November 2017 - September 2020 · 2 yrs 10 mos
Edward JonesBroker
October 2017 - September 2020 · 2 yrs 11 mos
State Registrations16 states
AZCACOFLGAIAILLAMAMDMINCNVNYUTVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Laurel Kutler - Financial Advisor | TrueAdvisor