# Lawrence Russell

> Lawrence Russell is a fee-only financial advisor at Lawrence Russell and Company in Pasadena, California. Lawrence charges hourly fees, a flat fee or retainer and a one-time planning fee and focuses on flat-fee planning.

Page: https://find.wellspent.co/advisors/lawrence-russell/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Lawrence Russell and Company
- **Based in:** Pasadena, California
- **Fee model:** Hourly; Flat fee or retainer; One-time planning fee
- **Specialties:** Flat-fee planning
- **CRD:** 4865469 (https://adviserinfo.sec.gov/individual/summary/4865469)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2004)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.financialplannerpasadena.com/

## Frequently asked questions

### Is Lawrence Russell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lawrence holds no broker registration, and Lawrence Russell and Company 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 hourly fees, a flat fee or retainer and a one-time planning fee.

### Where is Lawrence Russell based?

Lawrence Russell is based in Pasadena, California.

### What does Lawrence specialize in?

Lawrence's specialties include flat-fee planning.

### Is Lawrence Russell registered with the SEC?

Yes. Lawrence Russell is registered as an investment adviser representative in CA (CRD 4865469), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Lawrence Russell?

Through Lawrence's website, www.financialplannerpasadena.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4865469): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (http://financialplannerpasadena.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.