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Advisor

Lauren Rowland

RZH Advisors · Stamford, Connecticut

Lauren Rowland is a fee-only financial advisor at RZH Advisors in Stamford, Connecticut, who holds the CFP credential. RZH Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Who they serve

  • Mid-life transitions
  • Multi-generational families
  • Divorced individuals

Facts

FirmRZH Advisors
Based in Stamford, Connecticut
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Fees (firm's website)Typically works with clients with $5,000,000 or more
Assets under management$2.45B across 1,698 accounts
CredentialsCFP
SEC registration Investment adviser representative in CT, TX · CRD 5814420
Exams passedSeries 66 (2011)
Firm size11 employees
Disclosures None reported
Websitewww.rzhadvisors.com

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Questions about Lauren

Is Lauren Rowland a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lauren holds no broker registration, and RZH 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, RZH Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

How much does Lauren charge?

According to RZH Advisors's website, checked October 30, 2026: typically works with clients with $5,000,000 or more.

Where is Lauren Rowland based?

Lauren Rowland is based in Stamford, Connecticut.

What credentials does Lauren Rowland hold?

Lauren Rowland holds the CFP credential.

Is Lauren Rowland registered with the SEC?

Yes. Lauren Rowland is registered as an investment adviser representative in CT and TX (CRD 5814420), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does RZH Advisors manage?

RZH Advisors reports $2.45B across 1,698 accounts in assets under management.

How do I contact Lauren Rowland?

Through Lauren's website, www.rzhadvisors.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
  • RZH 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.

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