Rachel Lawrence
Reverie Wealth · Rochester, New Hampshire
Rachel Lawrence is a fee-only financial advisor at Reverie Wealth in Rochester, New Hampshire, who holds the CFP and MSFP credentials. Rachel charges an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $1,200 a year and one-time plans from $350) and focuses on equity compensation, student loans and sustainable & impact investing.
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Specialties
Who they serve
- Tech employees
- Physicians
- Mid-life transitions
Facts
| Firm | Reverie Wealth |
|---|---|
| Based in | Rochester, New Hampshire |
| Fee model | Ongoing planning fee · One-time planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $1,200 a year · One-time plans from $350 · $350 an hour |
| Credentials | CFP · MSFP |
| SEC registration | Investment adviser representative in MA, NH, NY · CRD 4681875 |
| Exams passed | Series 63 (2006) · Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | reveriewealth.com |
| Profile |
How Rachel's firm compares
- Ongoing planning starts at $1,200 a year, below the US median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $350, below the US median of $2,000 for fee-only firms that publish prices.
- The hourly rate is $350, above the US median of $300 for fee-only firms that publish prices.
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Questions about Rachel
Is Rachel Lawrence a fee-only financial advisor?
Yes. Rachel Lawrence is listed in 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 Rachel's firm.
How does Rachel charge for financial advice?
Rachel charges an ongoing planning fee, a one-time planning fee and hourly fees.
How much does Rachel charge?
According to Reverie Wealth's website, checked October 28, 2026: ongoing planning from $1,200 a year; one-time plans from $350; $350 an hour.
Where is Rachel Lawrence based?
Rachel Lawrence is based in Rochester, New Hampshire.
What does Rachel specialize in?
Rachel's specialties include equity compensation, student loans, sustainable & impact investing and small business owners. Rachel works with tech employees, physicians and mid-life transitions.
What credentials does Rachel Lawrence hold?
Rachel Lawrence holds the CFP and MSFP credentials.
Is Rachel Lawrence registered with the SEC?
Yes. Rachel Lawrence is registered as an investment adviser representative in MA, NH and NY (CRD 4681875), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Rachel Lawrence?
Through Rachel's website, reveriewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Reverie Wealth 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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