Client Priority Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
103
Advisors
1
of 1 employees
About
Client Priority Financial Advisors LLC provides financial planning and investment advice to individuals, families and nonprofit/charitable organizations. Its services combine portfolio construction that favors low-cost index funds and ETFs with broader financial planning—covering goals, risk tolerance, tax considerations, insurance, estate planning and debt management.
The firm follows a low-cost, buy-and-hold orientation with periodic rebalancing and tailors recommendations to each client's objectives and liquidity needs. It does not custody client assets or trade on clients’ behalf; clients implement recommendations through outside brokers and mutual fund companies and retain control over execution.
Notable distinctions include a fee model that bills clients directly rather than using percentage-of-assets-under-management fees and an explicit policy against receiving third-party or soft-dollar compensation. The firm’s principal brings extensive institutional fixed-income experience to the practice and the advisory mix includes nonprofit/charitable clients, a client type less commonly served by peer independent advisors.
Client services
Expertise
Fee options
$400 per hour
Fee-only: $400 per hour of service
Main office
Plymouth MA
Advisors at this office
1
Most active in
Massachusetts · New York
Also doing business as
Client Priority Financial Advisors LLC · Pike, Laurence Mitchell
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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