# Laurence Pike

> Laurence Pike is a fee-only financial advisor at Client Priority Financial Advisors in Plymouth, Massachusetts, who holds the CFA credential. Laurence charges hourly fees and focuses on retirement planning.

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

## Facts

- **Firm:** Client Priority Financial Advisors
- **Based in:** Plymouth, Massachusetts
- **Fee model:** Hourly
- **Credentials:** CFA
- **Specialties:** Retirement planning
- **CRD:** 2375048 (https://adviserinfo.sec.gov/individual/summary/2375048)
- **SEC registration:** Investment adviser representative in MA, NY
- **Exams passed:** Series 63 (1993)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.clientpriority.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Laurence holds no broker registration, and Client Priority Financial Advisors 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 charges hourly fees.

### Where is Laurence Pike based?

Laurence Pike is based in Plymouth, Massachusetts.

### What does Laurence specialize in?

Laurence's specialties include retirement planning.

### What credentials does Laurence Pike hold?

Laurence Pike holds the CFA credential.

### Is Laurence Pike registered with the SEC?

Yes. Laurence Pike is registered as an investment adviser representative in MA and NY (CRD 2375048), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Laurence Pike?

Through Laurence's website, www.clientpriority.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2375048): 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://clientpriority.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.