Lawrence Lewandowski
Lawrence Lewandowski is a CFP, PFS-designated registered investment advisor at Lrl Financial Planning Services, INC., based in Countryside, IL, with 11 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fee Estimator
Location
Countryside, IL
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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
Lawrence is a sole proprietor of a tax and accounting practice, Lawrence R. Lewandowski, CPA/PFS, since 1978. The firm is not investment related and has seasonal hours.
Employment History
Current Registrations
Lrl Financial Planning Services, INC.
State Registrations1 state
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