CRD: 150401
Laurence Financial Planning LLC
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- Custodian
- Charles Schwab & Company · E*TRADE · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-13-2009
- Office Locations
- 1
Office Locations
About Laurence Financial Planning LLC
Lawrence Financial Planning (teamed with Oasis Wealth Planning) is a fee-only fiduciary delivering tax-focused financial planning and portfolio management for near-retirees, retirees, and surviving spouses. Advisors pair CFP expertise with deep tax and legal credentials (CPA/CFA/JD) and support ongoing trading/rebalancing via an investment committee. Active in NAPFA and the Alliance of Comprehensive Planners; custody includes Schwab.
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Owner & Executives
LAURENCE JAMES COHEN
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5666946
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,533,007 | -- |
| Non-Discretionary | $54,813,353 | -- |
| Total | $70,346,360 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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