# Lauren Fine

> Lauren Fine is a fee-only financial advisor at Beatrice Advisors in Cleveland, Ohio, who holds the CFA credential. Lauren focuses on family wealth transfer, small business owners and founders (pre-exit). Beatrice Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/lauren-fine/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Beatrice Advisors
- **Based in:** Cleveland, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $282.3M across 225 accounts
- **Credentials:** CFA
- **Specialties:** Family wealth transfer, Small business owners, Founders (pre-exit)
- **Works with:** Ultra high net worth, Multi-generational families, Founders
- **CRD:** 2632320 (https://adviserinfo.sec.gov/individual/summary/2632320)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (1995)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://www.beatriceadvisors.com/

## Frequently asked questions

### Is Lauren Fine a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lauren holds no broker registration, and Beatrice Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lauren charge for financial advice?

Lauren's firm, Beatrice Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Lauren Fine based?

Lauren Fine is based in Cleveland, Ohio.

### What does Lauren specialize in?

Lauren's specialties include family wealth transfer, small business owners and founders (pre-exit). Lauren works with ultra high net worth, multi-generational families and founders.

### What credentials does Lauren Fine hold?

Lauren Fine holds the CFA credential.

### Is Lauren Fine registered with the SEC?

Yes. Lauren Fine is registered as an investment adviser representative in NY (CRD 2632320), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Beatrice Advisors manage?

Beatrice Advisors reports $282.3M across 225 accounts in assets under management.

### How do I contact Lauren Fine?

Through Lauren's website, www.beatriceadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2632320): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://beatriceadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.