A complete list of active advisors currently associated with Laurence Financial Planning LLC

Warmer can help you find a great advisor at Laurence Financial Planning LLC or one who fits your needs even better.

Laurence Financial Planning LLC serves individual investors and trusts, offering comprehensive financial planning, investment management, and limited-scope project planning. The firm operates on a fee-only basis and does not sell commissioned products. The firm’s investment advice emphasizes long-term strategic asset allocation, global diversification, and low-cost mutual funds, with Investment Policy Statements and written planning reports tailored to client objectives and risk tolerance. A large share of client assets are managed on a non-discretionary basis, so the firm typically makes trade recommendations that non-discretionary clients execute themselves, which can create timing differences compared with discretionary accounts. Noteworthy for managing most of its assets non-discretionarily and maintaining a small client roster that yields a relatively high amount of assets per client, the firm’s practice leans toward detailed planning and client-directed implementation. The brochure also discloses the use of net‑worth–based planning retainers, a conservative preference for investment‑grade fixed income, avoidance of leveraged/inverse ETFs and high‑yield bonds, and recent expanded disclosures clarifying material risks and non‑discretionary procedures.

To learn more about the advisors currently working at Laurence Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.