Richard Lawrence
Lawrence Wealth Management · West Conshohocken, Pennsylvania
Richard Lawrence is a fee-only financial advisor at Lawrence Wealth Management in West Conshohocken, Pennsylvania, who holds the CFA credential. Richard charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $1,000,000 or more) and focuses on tax planning, retirement planning and retirement with concentrated positions.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Ultra high net worth
Facts
| Firm | Lawrence Wealth Management |
|---|---|
| Based in | West Conshohocken, Pennsylvania |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · Typically works with clients with $1,000,000 or more |
| Works virtually | Yes |
| Assets under management | $79.2M across 171 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO, PA · CRD 1751936 |
| Exams passed | Series 63 (1990) · Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.lawrencewealthmanagement.com |
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Questions about Richard
Is Richard Lawrence a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Lawrence Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard charges a percentage of assets.
How much does Richard charge?
According to Lawrence Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.
Does Richard work with clients virtually?
Yes. Lawrence Wealth Management says on its website that it works with clients remotely.
Where is Richard Lawrence based?
Richard Lawrence is based in West Conshohocken, Pennsylvania.
What does Richard specialize in?
Richard's specialties include tax planning, retirement planning and retirement with concentrated positions. Richard works with retirees, pre-retirees and ultra high net worth.
What credentials does Richard Lawrence hold?
Richard Lawrence holds the CFA credential.
Is Richard Lawrence registered with the SEC?
Yes. Richard Lawrence is registered as an investment adviser representative in CO and PA (CRD 1751936), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lawrence Wealth Management manage?
Lawrence Wealth Management reports $79.2M across 171 accounts in assets under management.
How do I contact Richard Lawrence?
Through Richard's website, www.lawrencewealthmanagement.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 Wealth Management 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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