This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-16-2024
- Office Locations
- 1
Office Locations
About Upfront Financial Planning, LLC
UpFront Financial Planning, LLC is a fee-only, fiduciary RIA providing comprehensive financial planning and investment management, with a particular focus on physicians and allied healthcare workers. The firm builds customized, risk-based portfolios (ETF-heavy per public filings) and revisits allocations as goals and milestones change, including retirement and legacy planning. Founded by a practicing physician associate and former nurse; works with clients remotely and is registered in WA, ID, and TX (custodied at Altruist).
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Harry Melseth Lawrence
Chief Compliance Officer, Managing Member, PARTNER
- CRD
- #7815536
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,376,522 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,376,522 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing