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Laura A. Hearn

RWA Wealth Partners

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About Laura A. Hearn

Laura A. Hearn is a financial advisor at RWA Wealth Partners, a firm headquartered in Newton, MA. Laura has been a registered Investment Advisor Representative for over 15 years and holds the Series 63, Series 65, and Series 7TO licenses. Laura is also a Certified Financial Planner and specializes in providing financial planning, estate planning, and tax return preparation services to a wide range of clients, including individuals, families, corporations, and charitable organizations. Laura has experience working with clients in California, Illinois, Massachusetts, and Texas. Prior to joining RWA Wealth Partners, Laura worked at J.P. Morgan Securities LLC. Laura is committed to providing personalized financial guidance to help clients achieve their financial goals.

Firm Information

Laura Hearn is currently registered with RWA Wealth Partners. RWA Wealth Partners is an investment advisor based in NEWTON, MA. The firm primarily provides financial planning, portfolio management for individuals and businesses, and estate planning services to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $15.42 billion in assets.
RWA Wealth Partners

85 WELLS AVENUE

NEWTON, MA 02459

$15.42B

Assets Under Management

26

Total Clients

66

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning, tax return preparation & filing; model provider

Estate planning, tax return preparation & filing; model provider

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Model provider fee

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Laura Hearn’s Registration & Firm History

MA

12/06/2023 - Present

RWA Wealth Partners (NEWTON MA)

IL

11/01/2021 - 10/09/2022

J.P. MORGAN SECURITIES LLC (Chicago IL)

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Licenses & Designations

BC

Issued 12/06/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/28/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laura A. Hearn.
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