Firm
Lawrence Wealth Management
West Conshohocken, Pennsylvania
Fee-only
Facts
| Based in | West Conshohocken, Pennsylvania |
|---|---|
| Website | lawrencewealthmanagement.com |
| Phone | (215) 540-0896 |
Lawrence Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Fees on first $500,000 1.00%" source
"Investors with $1 million or more in investable assets" source
"We charge an Investment Advisory Fee equal to a % of Assets Under Management." source
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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $79 million |
| Individual clients | 23 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 147228 |