This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-19-2011
- Office Locations
- 1
Office Locations
About Torchlight Financial
Torchlight Financial is a solo-practitioner RIA led by CFP Laura Seymour, focused on retirement planning for individuals and families. The firm delivers comprehensive financial planning, tax planning, and tailored low-expense portfolios (including ETFs and public funds), with ongoing service billed as a transparent flat fee—no commissions or hidden charges. Clients work directly with Laura and receive Social Security guidance.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LAURA ANN SEYMOUR
Certified Financial Planner, Chief Compliance Officer, FOUNDER, Managing Member
- CRD
- #4326265
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,678,485 | -- |
| Non-Discretionary | $2,569,477 | -- |
| Total | $48,247,962 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing