Lawrence Russell is a registered investment advisor at Lawrence Russell and Company, based in Pasadena, CA, with 21 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 10 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Lawrence Russell and Company does not manage client assets. They provide financial and investment planning advice, and clients implement the recommendations themselves. They recommend low-cost, broadly diversified, passively-managed mutual funds or exchange-traded funds.
Location
Pasadena, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lawrence is the architect and developer of the VeriPlan financial planning software and writes/publishes financial articles and ebooks through Lawrence Russell and Company. He also publishes third-party advertisements on their websites, dedicating about half of his time to these non-advisory activities.
Employment History
Current Registrations
Lawrence Russell and Company
State Registrations1 state
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