Rachel Lawrence is a CFP-designated registered investment advisor at Reverie Wealth, based in Rochester, NH, with 15 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Gen X, and 8 more. Their firm serves 25 clients with $370K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
1.0% excluding 401(k) accounts, minimum fee of $500/year. 1.0% including 401(k) accounts, minimum fee of $1,000/year. When an Outside Manager is used, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Contact
Rachel Lawrence
Location
Rochester, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rachel is the Head of Advice & Planning at Monarch Money, a software company, dedicating nearly full-time hours. She also provides consulting on financial technology through Plan Ventures LLC, taking minimal time, and works as a Freelance Trip Leader for Avalon Women's Travel for about a quarter of her time during 1-2 months of the year.
Employment History
Current Registrations
Reverie Wealth
Previous Registrations
Ellevest
Learnvest Planning Services, LLC
Financial Focus, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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