# Laurence Cohen

> Laurence Cohen is a fee-only financial advisor at Laurence Financial Planning in Danvers, Massachusetts, who holds the CFP credential. Laurence Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/laurence-cohen/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Laurence Financial Planning
- **Based in:** Danvers, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $70.3M across 118 accounts
- **Credentials:** CFP
- **CRD:** 5666946 (https://adviserinfo.sec.gov/individual/summary/5666946)
- **SEC registration:** Investment adviser representative in CA, MA, NH
- **Exams passed:** Series 65 (2009)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Laurence Cohen a fee-only financial advisor?

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

### How does Laurence charge for financial advice?

Laurence's firm, Laurence Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Laurence Cohen based?

Laurence Cohen is based in Danvers, Massachusetts.

### What credentials does Laurence Cohen hold?

Laurence Cohen holds the CFP credential.

### Is Laurence Cohen registered with the SEC?

Yes. Laurence Cohen is registered as an investment adviser representative in CA, MA and NH (CRD 5666946), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Laurence Financial Planning manage?

Laurence Financial Planning reports $70.3M across 118 accounts in assets under management.

### How do I contact Laurence Cohen?

Contact details aren't on file yet. Search for Laurence Financial Planning.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5666946): 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

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