LAURENCE FINANCIAL PLANNING LLC

LAURENCE FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 150401). Regulatory assets under management: $70.3M.

Registration

• CRD: 150401
• Type: Registered investment adviser
• Phone: 978-777-2935
• Latest filing: 2026-01-14
• Regulatory AUM: $70.3M
• Discretionary AUM: $15.5M
• Non-discretionary AUM: $54.8M
• Clients: 1
• Accounts: 118

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150401 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search