Laurence Financial Planning LLC

Overview

Laurence Financial Planning LLC is an independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm delivers financial planning and portfolio management services, using a fee model that combines a percentage of assets under management with hourly and fixed-fee engagements. Its practice model appears planning-led: the presence of non-AUM fee options and financial planning in the advisory activities suggests relationships that can be project-based or ongoing, rather than solely custody-driven investment programs. Investment behavior leans toward public funds and pooled products as the primary vehicle for client exposure. The firm does not position itself as a capital allocator and does not identify as an active ESG investor. Portfolio authority is mixed — the adviser manages a portion of assets on a discretionary basis but retains substantial client-directed accounts, indicating many clients prefer to retain final trading discretion or maintain multiple account types under adviser oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices