Lauren Trumbull
Krane Financial Solutions · Calabasas, California
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Krane Financial Solutions |
|---|---|
| Based in | Calabasas, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $295.0M across 588 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7817249 |
| Exams passed | Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.kranefinancialsolutions.com |
| Profile |
How Lauren's firm compares
- Krane Financial Solutions's average account is about $502,000, from its Form ADV (assets managed divided by 588 accounts).
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Questions about Lauren
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.
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
- Krane Financial Solutions 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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