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.
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.
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.
Name |
Location |
Years of experience |
|---|---|---|
Pasadena, CA
| 21
|
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