J.A. Lawrence Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
J.A. Lawrence Wealth Management is a state-registered independent investment adviser managing approximately $20.5 million for a mix of individuals, high‑net‑worth clients, trusts, estates, charitable organizations, foundations, endowments, corporations and small businesses. The firm provides discretionary asset management, retirement planning and fee‑based financial planning, delivering written plans and ongoing portfolio oversight.
Portfolios are managed in‑house on a discretionary basis using individual equities, fixed‑income instruments and exchange‑traded funds, and the firm applies fundamental and cyclical analysis to set asset allocations and rebalance as needed. Client contact is primarily by phone or secure video, with periodic reviews and the option to develop a formal Investment Policy Statement to guide wealth management decisions.
Notably, certain supervised persons are licensed insurance producers and the firm may receive commission compensation from the sale of insurance products, including fixed indexed annuities, in addition to advisory fees — a potential conflict the brochure discloses and states clients are not required to accept. The firm also requires clients to custody assets at a single qualified custodian and does not use third‑party sub‑advisors, conducting portfolio construction and monitoring entirely in‑house.
Client services
Expertise
Fee options
Fixed fee of $2,500 for comprehensive financial planning, negotiable; flat fees may also be negotiated for asset management as long as not exceeding fee schedule.
$0 - $1,000,000: Up to 1.00% annually $1,000,001 - $2,000,000: Up to 0.50% annually $2,000,001 - $3,000,000: Up to 0.25% annually $3,000,001+: No charge
Account minimum: $250,000 (minimum may be waived at adviser's discretion)
Main office
Flagstaff AZ
Advisors at this office
1
Most active in
Arizona · Georgia
Also doing business as
J.A. Lawrence Wealth Management · J.A. Lawrence Wealth Management Inc · J.A. Lawrence Wealth Management, LLC · J.A. Lawrence Wealth Management, LLC.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
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