Lawrence Miller
Family Fiduciary Services · Newton, Massachusetts
Lawrence Miller is a fee-only financial advisor at Family Fiduciary Services in Newton, Massachusetts. Lawrence charges a percentage of assets and focuses on family wealth transfer and estate & legacy planning.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Family Fiduciary Services |
|---|---|
| Based in | Newton, Massachusetts |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $254.2M across 369 accounts |
| SEC registration | Investment adviser representative in MA · CRD 5576273 |
| Exams passed | Series 65 (2009) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.familyfiduciary.net |
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Questions about Lawrence
Is Lawrence Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lawrence holds no broker registration, and Family Fiduciary 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 charges a percentage of assets.
Where is Lawrence Miller based?
Lawrence Miller is based in Newton, Massachusetts.
What does Lawrence specialize in?
Lawrence's specialties include family wealth transfer and estate & legacy planning. Lawrence works with founders, executives, ultra high net worth and multi-generational families.
Is Lawrence Miller registered with the SEC?
Yes. Lawrence Miller is registered as an investment adviser representative in MA (CRD 5576273), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Family Fiduciary Services manage?
Family Fiduciary Services reports $254.2M across 369 accounts in assets under management.
How do I contact Lawrence Miller?
Through Lawrence's website, www.familyfiduciary.net.
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
- Family Fiduciary 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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