A complete list of active advisors currently associated with Lawrence Russell and Company

Warmer can help you find a great advisor at Lawrence Russell and Company or one who fits your needs even better.

Lawrence Russell and Company provides fee-only financial and investment planning services to individuals and families through project-based and hourly engagements. The firm focuses on comprehensive lifetime planning and investment advice without managing client assets, acting as custodian, or charging percentage-of-assets-under-management fees. The firm’s approach centers on customized lifetime cash-flow and asset-appreciation modeling, financial education, and recommendations for low-cost, broadly diversified, passively managed funds; deliverables typically include detailed written plans and modeling assumptions. Clients receive guidance on implementation and, when appropriate, a licensed copy of the firm’s planning software loaded with their personal data to support ongoing self-management. Compared with many peers, the firm is notable for explicitly avoiding AUM-based pricing and for not providing portfolio management, positioning itself as a planner and decision‑support provider rather than an asset manager. It also develops and licenses a proprietary planning software product to do‑it‑yourself users and provides fixed-fee project contracts with specified deliverables and progress payments.

To learn more about the advisors currently working at Lawrence Russell and Company, 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.