Laurence Cohen
Laurence Financial Planning · Danvers, Massachusetts
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.
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Facts
| Firm | Laurence Financial Planning |
|---|---|
| Based in | Danvers, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $70.3M across 118 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MA, NH · CRD 5666946 |
| Exams passed | Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Laurence's firm compares
- Laurence Financial Planning's average account is about $596,000, from its Form ADV (assets managed divided by 118 accounts).
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Questions about Laurence
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.
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
- 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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