Jacob Florence is a CFP-designated registered investment advisor at Lane Florence, LLC, based in Folsom, CA, with 2 years of industry experience. Jacob is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Federal Employees, Insurance Planning, and 2 more. Their firm serves 14 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Hourly financial planning — $200 to $250 per hour, depending on the complexity of your situation and the specific advisor, covering comprehensive or modular financial plans and ongoing consultations
- Group retirement plan participant account reviews — $300 to $1,500 per individual review, depending on the number of accounts and assets reviewed
- Employer plan startup fee — up to $2,500 for employers engaging Lane Florence to research and structure a retirement plan
Location
110 Blue Ravine Dr., Ste. 209, Folsom, CA, 95630
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jacob is the treasurer and board member of LW & AT Harman Foundation, dedicating minimal time. He is also a W2 employee at Lane Florence LLC and an administrative rep of a RIA, CIRA, dedicating about a quarter and about half of his time respectively.
Employment History
Current Registrations
Lane Florence, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations1 state
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.
Exams
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