Lawrence Russell and Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only financial and investment planning services to individuals and families, with a primary focus on non–high-net-worth clients. Services include comprehensive lifetime financial planning, investment planning, shorter hourly advisory projects, and licensing of lifetime financial planning software for do-it-yourself users.
The adviser emphasizes financial education and client self-reliance, using customized lifetime cash flow and asset-projection models to produce detailed written plans and implementation guidance. Investment recommendations favor low-cost, broadly diversified, passively managed funds and buy-and-hold strategies; the firm does not take custody of or directly manage client accounts, leaving implementation to clients and their custodians.
Distinctive features include operating as a solo practitioner with a small, individual-focused client base, charging fixed project or hourly fees rather than percentage-of-assets fees, and not offering portfolio management services—each of which is less common among supported firms. The firm also develops and licenses the VeriPlan lifetime-planning software, provides clients with personalized software models loaded with their data, and is led by a principal with executive-level corporate and technology experience and a background in software development.
Client services
Expertise
Fee options
Hourly rate of $150 per hour
Fee-only: Fixed fees ranging from $1,450 to $3,650 for comprehensive personal financial and investment planning; fixed fees ranging from $1,250 to $2,950 for investment planning service
Main office
Pasadena CA
Advisors at this office
1
Most active in
California
Disclosures
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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.
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