Lawrence Financial Planning, Llc
Tampa, Florida
5.0
3 Reviews
Lawrence Financial Planning, LLC is a leading investment advisory firm based out of Tampa, FL. With a total of 5 dedicated professionals, including 2 experienced investment advisors, they offer comprehensive financial planning services to individuals and businesses. Their exceptional track record and commitment to delivering top-tier results have propelled them to an average of approximately $204,210,000 in assets under management per investment advisor, surpassing the industry average. Lawrence Financial Planning, LLC's compensation structure encompasses various types, including a percentage of assets under management and perfor...
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Assets Under Mgmt

$114.6M

Investment Professionals

2

Locations

0

% 401K & Individual

49%

% Discretionary

6%
Compensation Structure
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Educational seminars/workshops
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