Sheila Lawrence
Ballentine Partners, LLC · Waltham, Massachusetts
Sheila Lawrence is a fee-only financial advisor at Ballentine Partners, LLC in Waltham, Massachusetts, who holds the CAP and CFP credentials. Ballentine Partners, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Ballentine Partners, LLC |
|---|---|
| Based in | Waltham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $15.32B across 7,401 accounts |
| Credentials | CAP · CFP |
| SEC registration | Investment adviser representative in LA, MA, NH · CRD 4497454 |
| Exams passed | Series 63 (2002) · Series 65 (2007) |
| Firm size | 125 employees |
| Disclosures | None reported |
| Website | ballentinepartners.com |
| Profile |
How Sheila's firm compares
- Ballentine Partners, LLC's average account is about $2.1 million, from its Form ADV (assets managed divided by 7,401 accounts).
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Questions about Sheila
Is Sheila Lawrence a fee-only financial advisor?
Yes. Sheila Lawrence is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sheila's firm.
How does Sheila charge for financial advice?
Sheila's firm, Ballentine Partners, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sheila Lawrence based?
Sheila Lawrence is based in Waltham, Massachusetts.
What credentials does Sheila Lawrence hold?
Sheila Lawrence holds the CAP and CFP credentials.
Is Sheila Lawrence registered with the SEC?
Yes. Sheila Lawrence is registered as an investment adviser representative in LA, MA and NH (CRD 4497454), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Ballentine Partners, LLC manage?
Ballentine Partners, LLC reports $15.32B across 7,401 accounts in assets under management.
How do I contact Sheila Lawrence?
Through Sheila's website, ballentinepartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Ballentine Partners, LLC 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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