Lawrence Zimbler
4square Advisory Services · Fenton, Michigan
Lawrence Zimbler is a fee-only financial advisor at 4square Advisory Services in Fenton, Michigan. Lawrence focuses on retirement planning and estate & legacy planning. 4square Advisory Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | 4square Advisory Services |
|---|---|
| Based in | Fenton, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $2,500 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $19.7M across 65 accounts |
| SEC registration | Investment adviser representative in MI · CRD 1439484 |
| Exams passed | Series 63 (1996) · Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.4squareria.com |
How Lawrence's firm compares
- 4square Advisory Services's average account is about $303,000, from its Form ADV (assets managed divided by 65 accounts).
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Questions about Lawrence
Is Lawrence Zimbler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lawrence holds no broker registration, and 4square Advisory 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's firm, 4square Advisory Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Lawrence charge?
According to 4square Advisory Services's website, checked October 30, 2026: a $2,500 asset minimum.
Where is Lawrence Zimbler based?
Lawrence Zimbler is based in Fenton, Michigan.
What does Lawrence specialize in?
Lawrence's specialties include retirement planning and estate & legacy planning.
Is Lawrence Zimbler registered with the SEC?
Yes. Lawrence Zimbler is registered as an investment adviser representative in MI (CRD 1439484), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 4square Advisory Services manage?
4square Advisory Services reports $19.7M across 65 accounts in assets under management.
How do I contact Lawrence Zimbler?
Through Lawrence's website, www.4squareria.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
- 4square Advisory 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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