# LAWRENCE FINANCIAL PLANNING, LLC

LAWRENCE FINANCIAL PLANNING, LLC of TAMPA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 127486
- Type: SEC-registered investment adviser
- SEC file number: 801-120512
- Location: 8565 WEST LINEBAUGH AVENUE, TAMPA, FL, 33625
- Phone: 813-961-4930
- Latest filing: 2023-02-23
- Regulatory AUM: $114.6M
- Discretionary AUM: $6.4M
- Non-discretionary AUM: $108.2M
- Clients: 5
- Accounts: 76

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| LAWRENCE J WILKINSON | PARTNER; PARTNER & CCO | SAN FRANCISCO, CA |
| BAUMHOVER FORREST DABOLL | PARTNER AND CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127486/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127486/similar
- Related entities: https://search.stillhousedata.com/firm/127486/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127486

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.