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Cynthia Anne Fields

Investment adviser representative at Lauterbach Financial Advisors, LLC
29 yearsExperience
1 stateRegistered in
$700.3MFirm assets
21 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

29 years in the industry.

  1. Lauterbach Financial Advisors, LLCApr 1999 to now
  2. Lauterbach Borschow & Co, PcSep 1997 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 1 state (TX).

Lauterbach Financial Advisors, LLC

$700.3MAssets managed
403Clients
12Advisers
21 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4470671
Firm CRD
114431
Advisor's SEC record (opens in a new tab)
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