Harry Lawrence
UpFront Financial Planning · Spokane, Washington
Harry Lawrence is a fee-only financial advisor at UpFront Financial Planning in Spokane, Washington. Harry charges an ongoing planning fee (ongoing planning from $3,000 a year) and focuses on physicians & residents.
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Specialties
Who they serve
- Physicians
Facts
| Firm | UpFront Financial Planning |
|---|---|
| Based in | Spokane, Washington |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $3,000 a year |
| Accepting new clients | Yes |
| Assets under management | $15.4M across 145 accounts |
| SEC registration | Investment adviser representative in ID, TX, WA · CRD 7815536 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.upfrontfp.com |
Request an introduction to Harry
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Questions about Harry
Is Harry Lawrence a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Harry holds no broker registration, and UpFront Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Harry charge for financial advice?
Harry charges an ongoing planning fee.
How much does Harry charge?
According to UpFront Financial Planning's website, checked October 30, 2026: ongoing planning from $3,000 a year.
Where is Harry Lawrence based?
Harry Lawrence is based in Spokane, Washington.
What does Harry specialize in?
Harry's specialties include physicians & residents. Harry works with physicians.
Is Harry Lawrence registered with the SEC?
Yes. Harry Lawrence is registered as an investment adviser representative in ID, TX and WA (CRD 7815536), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does UpFront Financial Planning manage?
UpFront Financial Planning reports $15.4M across 145 accounts in assets under management.
How do I contact Harry Lawrence?
Through Harry's website, www.upfrontfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- UpFront Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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