Spencer Lawson
BCR Wealth Strategies · Vestavia, Alabama
Spencer Lawson is a fee-only financial advisor at BCR Wealth Strategies in Vestavia, Alabama, who holds the CFP credential. Spencer charges a percentage of assets and focuses on retirement planning.
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Specialties
Who they serve
- Founders
- Physicians
- High earners
- Mid-life transitions
- Divorced individuals
Facts
| Firm | BCR Wealth Strategies |
|---|---|
| Based in | Vestavia, Alabama |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $528.1M across 1,219 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL · CRD 7744920 |
| Exams passed | Series 65 (2023) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.bcrwealth.com |
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Questions about Spencer
Is Spencer Lawson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Spencer holds no broker registration, and BCR Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Spencer charge for financial advice?
Spencer charges a percentage of assets.
Where is Spencer Lawson based?
Spencer Lawson is based in Vestavia, Alabama.
What does Spencer specialize in?
Spencer's specialties include retirement planning. Spencer works with founders, physicians, high earners, mid-life transitions and divorced individuals.
What credentials does Spencer Lawson hold?
Spencer Lawson holds the CFP credential.
Is Spencer Lawson registered with the SEC?
Yes. Spencer Lawson is registered as an investment adviser representative in AL (CRD 7744920), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BCR Wealth Strategies manage?
BCR Wealth Strategies reports $528.1M across 1,219 accounts in assets under management.
How do I contact Spencer Lawson?
Through Spencer's website, www.bcrwealth.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
- BCR Wealth Strategies 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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