Lawrence Russell and Company

Lawrence Russell and Company at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 1 advisor is listed here.
• Its Form ADV reports 3 employees and 8 individual clients.

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Lawrence Russell and Company fees

Lawrence Russell and Company doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, flat fee, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Lawrence Russell