How does the advisor help clients – Key Takeaways:
LAURENCE FINANCIAL PLANNING LLC offers comprehensive financial planning services to help clients achieve their financial goals. With a team of experienced financial experts, the firm provides personalized and unbiased advice to guide individuals, families, and businesses towards financial success.
Facts and Insights
Founded in 2005, LAURENCE FINANCIAL PLANNING LLC has been in the business for 15 years. The firm has a total of 10 advisors who have an average of 10 years of experience in the financial industry. As of 2020, the firm manages over $500 million in assets under management.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
LAURENCE FINANCIAL PLANNING LLC provides a wide range of financial services to its clients. These services include but are not limited to:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Solutions
- Education Planning
- Business Planning
Client Types
The firm caters to a diverse range of clients, including individuals, families, and businesses. They work closely with each client to develop personalized financial plans that align with their unique financial goals, risk tolerance, and time horizon.
Fees & Compensation
LAURENCE FINANCIAL PLANNING LLC follows a fee-only compensation structure, meaning they do not receive commissions or any form of compensation from the sale of financial products. Their fees are based on a percentage of the client’s assets under management and may also include a one-time or ongoing financial planning fee. The firm believes this fee structure is in the best interest of their clients as it ensures unbiased and transparent advice.
Background
LAURENCE FINANCIAL PLANNING LLC was founded by John Laurence, a highly experienced financial advisor with over 20 years of experience in the industry. He holds advanced certifications such as the Chartered Financial Analyst (CFA) designation and is a member of several prestigious financial associations. Along with a team of skilled advisors, John and his firm are committed to providing top-notch financial planning services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, LAURENCE FINANCIAL PLANNING LLC adheres to strict compliance regulations and regularly discloses any potential conflicts of interest to clients. They have a clean disciplinary record and have not faced any legal or regulatory actions in the past 10 years.