Lawrence Lane
L Squared Wealth Management · San Diego, California
Lawrence Lane is a fee-only financial advisor at L Squared Wealth Management in San Diego, California, who holds the CFP credential. Lawrence charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee (one-time plans from $1,600 and $250 an hour).
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Who they serve
- Tech employees
Facts
| Firm | L Squared Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $1,600 · $250 an hour · 0.95% a year on the first tier of assets managed |
| Works virtually | Yes |
| Assets under management | $24.1M across 56 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5960293 |
| Exams passed | Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.l2wealth.com |
| Profile |
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Questions about Lawrence
Is Lawrence Lane a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lawrence holds no broker registration, and L Squared Wealth Management 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 charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee.
How much does Lawrence charge?
According to L Squared Wealth Management's website, checked October 30, 2026: one-time plans from $1,600; $250 an hour; 0.95% a year on the first tier of assets managed.
Does Lawrence work with clients virtually?
Yes. L Squared Wealth Management says on its website that it works with clients remotely.
Where is Lawrence Lane based?
Lawrence Lane is based in San Diego, California.
What credentials does Lawrence Lane hold?
Lawrence Lane holds the CFP credential.
Is Lawrence Lane registered with the SEC?
Yes. Lawrence Lane is registered as an investment adviser representative in CA (CRD 5960293), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does L Squared Wealth Management manage?
L Squared Wealth Management reports $24.1M across 56 accounts in assets under management.
How do I contact Lawrence Lane?
Through Lawrence's website, www.l2wealth.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
- L Squared Wealth Management 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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