Lawrence Russell and Company
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
10
0% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
Very LowAverage account size
$0
About
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.
Client services
Financial planning
Expertise
General retirement planning
Income planning
Passive / index investing
Debt management
Fee options
Fixed fees for planning projects ranging from $1,250 to $3,650 depending on complexity and scope.
Hourly advisory rate of $150 per hour.
Fee-only: Fixed fees ranging from $1,250 to $3,650 for comprehensive financial and investment planning services.
Main office location
Lawrence Russell and Company
Pasadena CA, United States
Number of offices
1
Most active in
Lawrence Russell and Company has reported serving >5 clients in these states in the last 12 months.
California
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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