Laurie
Fried

Lumina Financial Consultants, LLC

CRD#2609531
Investment Advisor
in Mill Valley, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Laurie Fried is a certified financial planner working out of Mill Valley, California, who has been in the advisory business for 11 years. Fried is on the advisory team at Lumina Financial Consultants, LLC. Throughout their career, they have worked at Financial Network, New Leaf Financial Advisory, LLC and Lumina Financial Consultants, LLC. Fried holds Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in California. Lumina Financial Consultants, LLC is an advisory business that has its headquarters in Mill Valley, California. The firm has offices in two locations and a total of six advisors. It has $132 million in total assets across its 181 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 181 accounts, 60% belong to high-net-worth investors who have more than $1 million in assets. Lumina Financial Consultants, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fees usually vary depending on which services are offered. Fee types billed by Lumina Financial Consultants, LLC can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

100 Shoreline Highway Suite 100B
Mill Valley, CA 94941

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lumina Financial Consultants, LLC Brokerage Details

Total Assets Under Management

$132,171,980

CA Average: $7,578,581,321
Total Number of Employees

6

CA Average: 43
Total Number of Accounts

181

CA Average: 3,727
Average Account Size

$730,232

CA Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Laurie Fried Work History

Laurie has 11 years of experience.

2017 - Present (6 years)

Lumina Financial Consultants, LLC

2011 - Present (12 years)

New Leaf Financial Advisory, LLC

2011 - 2012 (1 year)

Financial Network

Disclosures

Laurie Fried has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lumina Financial Consultants, LLC

Laurie Fried
Mill Valley, CA
Patricia Moores
Rye, NY
Hilary Tuohy
Rye, NY
Colette Kolanko
Alexandria, VA
Melissa Taro
Mill Valley, CA
Jean Schwarz
Mill Valley, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started