Lawrence Pershing
Optimum Retirement Planning · Lisle, Illinois
Lawrence Pershing is a fee-only financial advisor at Optimum Retirement Planning in Lisle, Illinois, who holds the CFP and Retirement Management Advisor credentials. Lawrence charges a flat fee or retainer and focuses on flat-fee planning, retirement planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Optimum Retirement Planning |
|---|---|
| Based in | Lisle, Illinois |
| Fee model | Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $85.4M across 166 accounts |
| Credentials | CFP · Retirement Management Advisor |
| SEC registration | Investment adviser representative in CA, IL, LA, TX · CRD 6207106 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | optimumretirementplanning.com |
| Profile |
How Lawrence's firm compares
- Optimum Retirement Planning's average account is about $514,000, from its Form ADV (assets managed divided by 166 accounts).
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Questions about Lawrence
Is Lawrence Pershing a fee-only financial advisor?
Yes. Lawrence Pershing is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lawrence's firm.
How does Lawrence charge for financial advice?
Lawrence charges a flat fee or retainer.
Where is Lawrence Pershing based?
Lawrence Pershing is based in Lisle, Illinois.
What does Lawrence specialize in?
Lawrence's specialties include flat-fee planning, retirement planning and tax planning. Lawrence works with pre-retirees and retirees.
What credentials does Lawrence Pershing hold?
Lawrence Pershing holds the CFP and Retirement Management Advisor credentials.
Is Lawrence Pershing registered with the SEC?
Yes. Lawrence Pershing is registered as an investment adviser representative in CA, IL, LA and TX (CRD 6207106), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Optimum Retirement Planning manage?
Optimum Retirement Planning reports $85.4M across 166 accounts in assets under management.
How do I contact Lawrence Pershing?
Through Lawrence's website, optimumretirementplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Optimum Retirement Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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