Lawrence Russell
Lawrence Russell and Company · Pasadena, California
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.
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Specialties
Facts
| Firm | Lawrence Russell and Company |
|---|---|
| Based in | Pasadena, California |
| Fee model | Hourly · Flat fee or retainer · One-time planning fee |
| SEC registration | Investment adviser representative in CA · CRD 4865469 |
| Exams passed | Series 65 (2004) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.financialplannerpasadena.com |
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Questions about Lawrence
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.
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
- Lawrence Russell and Company 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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