Lauren Fine
Beatrice Advisors · Cleveland, Ohio
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.
Request an introduction to Lauren →
Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
- Founders
Facts
| Firm | Beatrice Advisors |
|---|---|
| Based in | Cleveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $282.3M across 225 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY · CRD 2632320 |
| Exams passed | Series 63 (1995) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.beatriceadvisors.com |
| Profile |
Request an introduction to Lauren
Tell Lauren a little about what you're looking for. Lauren isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lauren
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.
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
- Beatrice Advisors 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.
See something wrong? Request a correction. Read our methodology.