L
Laurence Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$70,346,360
Clients
22
73% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$3,197,562
About
Laurence Financial Planning LLC serves individual investors and trusts, offering comprehensive financial planning, investment management, and limited-scope project planning. The firm operates on a fee-only basis and does not sell commissioned products.
The firm’s investment advice emphasizes long-term strategic asset allocation, global diversification, and low-cost mutual funds, with Investment Policy Statements and written planning reports tailored to client objectives and risk tolerance. A large share of client assets are managed on a non-discretionary basis, so the firm typically makes trade recommendations that non-discretionary clients execute themselves, which can create timing differences compared with discretionary accounts.
Noteworthy for managing most of its assets non-discretionarily and maintaining a small client roster that yields a relatively high amount of assets per client, the firm’s practice leans toward detailed planning and client-directed implementation. The brochure also discloses the use of net‑worth–based planning retainers, a conservative preference for investment‑grade fixed income, avoidance of leveraged/inverse ETFs and high‑yield bonds, and recent expanded disclosures clarifying material risks and non‑discretionary procedures.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Wealth management
Retirement income strategy
Fee options
$0 - $200,000: 0.75% $200,000 - $700,000: 0.60% $700,000 - $1,200,000: 0.50% $1,200,000+: 0.40%
Project Financial Planning charged at $175 per hour
Account minimum: $100,000 Minimum fee: Annual retainer fee based on net worth: $500 for up to $500,000; $1,350 for $500,000-$1,000,000; $2,400 for $1,000,000-$3,000,000; $3,250 for $3,000,000-$6,000,000; negotiable above $6,000,000 Fee-only: Comprehensive financial planning on annual retainer basis; project financial planning charged hourly at $175/hour; investment management fees based on tiered AUM schedule.
Main office location
Laurence Financial Planning LLC
Danvers MA, United States
Number of offices
1
Most active in
Laurence Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
California · Massachusetts · New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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