# Lauren Trumbull

> Lauren Trumbull is a fee-only financial advisor at Krane Financial Solutions in Calabasas, California. Lauren focuses on retirement planning. Krane Financial Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Krane Financial Solutions
- **Based in:** Calabasas, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $295.0M across 588 accounts
- **Specialties:** Retirement planning
- **Works with:** Founders
- **CRD:** 7817249 (https://adviserinfo.sec.gov/individual/summary/7817249)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2024)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.kranefinancialsolutions.com

## Frequently asked questions

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

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

### Where is Lauren Trumbull based?

Lauren Trumbull is based in Calabasas, California.

### What does Lauren specialize in?

Lauren's specialties include retirement planning. Lauren works with founders.

### Is Lauren Trumbull registered with the SEC?

Yes. Lauren Trumbull is registered as an investment adviser representative in CA (CRD 7817249), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Krane Financial Solutions manage?

Krane Financial Solutions reports $295.0M across 588 accounts in assets under management.

### How do I contact Lauren Trumbull?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7817249): 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://kranefinancialsolutions.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.