Lawrence Grossman
Archvest Wealth Advisors · Concord, California
Lawrence Grossman is a fee-only financial advisor at Archvest Wealth Advisors in Concord, California, who holds the CFP credential. Archvest Wealth Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Archvest Wealth Advisors |
|---|---|
| Based in | Concord, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $387M across 316 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2250720 |
| Exams passed | Series 63 (1992) · Series 65 (1995) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.archvest.com |
How Lawrence's firm compares
- Archvest Wealth Advisors's average account is about $1.2 million, from its Form ADV (assets managed divided by 316 accounts).
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Questions about Lawrence
Is Lawrence Grossman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lawrence holds no broker registration, and Archvest Wealth Advisors 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, Archvest Wealth Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Lawrence Grossman based?
Lawrence Grossman is based in Concord, California.
What credentials does Lawrence Grossman hold?
Lawrence Grossman holds the CFP credential.
Is Lawrence Grossman registered with the SEC?
Yes. Lawrence Grossman is registered as an investment adviser representative in CA (CRD 2250720), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Archvest Wealth Advisors manage?
Archvest Wealth Advisors reports $387M across 316 accounts in assets under management.
How do I contact Lawrence Grossman?
Through Lawrence's website, www.archvest.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
- 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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