Lawrence Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Lawrence Financial Services provides financial planning and consulting to individuals, high-net-worth clients, trusts, estates, retirement accounts and business entities. Although classified as an investment-manager, the firm does not manage client assets directly and focuses on delivering comprehensive plans and a 12‑month consulting relationship with optional renewals.
The firm employs both fundamental and technical analysis and may recommend a wide range of instruments — including mutual funds and ETFs, municipal and corporate debt, variable annuities and life products, options, futures and private securities — while typically advising long‑term asset mixes with periodic rebalancing. Clients engage the adviser under hourly consulting arrangements or fixed‑fee planning engagements, and investment account reviews occur upon request or when investment management is arranged through other channels.
Noteworthy for a firm of its type, the adviser also operates in brokerage and insurance capacities and maintains futures registration, enabling recommendations and sales of securities, insurance and commodity products and receipt of transaction‑based and trail compensation; these affiliations and potential conflicts of interest are disclosed in the brochure. The firm does not charge percentage‑of‑assets management fees, does not accept custody of client assets, and routinely refers clients to an affiliated broker‑dealer for investment management services.
Client services
Expertise
Fee options
Fixed fees for comprehensive financial planning ranging from $1,700 to $3,600 based on net worth and income; negotiable above $1,000,000
Less than $250,000 - $249,999: $1,700 fixed fee for comprehensive financial planning $250,000 - $500,000: $2,300 fixed fee for comprehensive financial planning $500,001 - $750,000: $3,200 fixed fee for comprehensive financial planning $750,001 - $1,000,000: $3,600 fixed fee for comprehensive financial planning $1,000,000++: Negotiable fixed fee for comprehensive financial planning
$185 per hour with minimum 3 hour initial engagement
Minimum fee: Minimum 3 hour initial engagement at $185/hour for consulting services, totaling $555 minimum Fee-only: Hourly consulting fee of $185/hour; fixed fees for financial planning as per tiered schedule
Main office location
Lawrence Financial Services
1 San Jose Place, Suite 18
Jacksonville FL 32257, United States
Number of offices
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
Forms ADV
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