Lawrence Blau
LL Financial Services · Ossining, New York
Lawrence Blau is a fee-only financial advisor at LL Financial Services in Ossining, New York, who holds the CFP credential. Lawrence focuses on tax planning, estate & legacy planning and retirement planning. LL Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Early-career professionals
- Pre-retirees
Facts
| Firm | LL Financial Services |
|---|---|
| Based in | Ossining, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $35.8M across 104 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 1301660 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.llfinancialservices.com |
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Questions about Lawrence
Is Lawrence Blau a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lawrence holds no broker registration, and LL Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lawrence charge for financial advice?
Lawrence's firm, LL Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lawrence Blau based?
Lawrence Blau is based in Ossining, New York.
What does Lawrence specialize in?
Lawrence's specialties include tax planning, estate & legacy planning, retirement planning, divorce financial planning and cross-border (US / Canada). Lawrence works with early-career professionals and pre-retirees.
What credentials does Lawrence Blau hold?
Lawrence Blau holds the CFP credential.
Is Lawrence Blau registered with the SEC?
Yes. Lawrence Blau is registered as an investment adviser representative in NY (CRD 1301660), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LL Financial Services manage?
LL Financial Services reports $35.8M across 104 accounts in assets under management.
How do I contact Lawrence Blau?
Through Lawrence's website, www.llfinancialservices.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
- LL Financial Services 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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