Lawrence Gale
Indelible Wealth Group · Berthoud, Colorado
Lawrence Gale is a fee-only financial advisor at Indelible Wealth Group in Berthoud, Colorado. Lawrence focuses on retirement planning and family wealth transfer. Indelible Wealth Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Indelible Wealth Group |
|---|---|
| Based in | Berthoud, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $156.0M across 486 accounts |
| SEC registration | Investment adviser representative in CO · CRD 1514793 |
| Exams passed | Series 63 (1986) · Series 66 (2003) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | indeliblewealth.com |
How Lawrence's firm compares
- Indelible Wealth Group's average account is about $321,000, from its Form ADV (assets managed divided by 486 accounts).
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Questions about Lawrence
Is Lawrence Gale a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lawrence holds no broker registration, and Indelible Wealth Group 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, Indelible Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lawrence Gale based?
Lawrence Gale is based in Berthoud, Colorado.
What does Lawrence specialize in?
Lawrence's specialties include retirement planning and family wealth transfer. Lawrence works with multi-generational families.
Is Lawrence Gale registered with the SEC?
Yes. Lawrence Gale is registered as an investment adviser representative in CO (CRD 1514793), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Indelible Wealth Group manage?
Indelible Wealth Group reports $156.0M across 486 accounts in assets under management.
How do I contact Lawrence Gale?
Through Lawrence's website, indeliblewealth.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
- Indelible Wealth Group 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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