Fee-only adviser · Fort Lauderdale, FL
A.e. Laufer Financial Services, Inc.
A.e. Laufer Financial Services, Inc. is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in Fort Lauderdale, Florida. On its latest Form ADV, filed February 23, 2026, it reports $9.8M in regulatory assets under management, 10 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida |
|---|---|
| Firm CRD number | 141921 |
| Office | 1451 W Cypress Creek RD Suite 300 Fort Lauderdale, FL 33309 |
| Phone | (954) 334-5812 |
| Website | Not listed |
| Regulatory assets under management | $9.8M |
| Individual clients | 5 non-high-net-worth, 5 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Fort Lauderdale
- Palisades Hudson Asset Management, L.P. $1.8B
- Wiggin Financial Services $9.5M
- Dumont Wealth $14M
- Financial Planning Services, Inc. $20M
- Wolfson Private Wealth, LLC $2.7M
- Roschman Capital Advisors, LLC $1.4M
See all 17 fee-only advisers in Fort Lauderdale →
Nearby
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- Pompano Beach 2 firms
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- Cooper City 1 firm
- Lighthouse Point 1 firm
- Aventura 13 firms
- Sunrise 1 firm
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