Harry Lawrence is a registered investment advisor at Upfront Financial Planning, LLC, based in Spokane, WA, with 2 years of industry experience. Harry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 40 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fee schedule is negotiable.
Fee Estimator
Location
Spokane, WA
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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
Harry is a licensed Physician Associate-Certified, working locally after traditional business hours. This work takes about a quarter of his time and is not perceived as a conflict of interest.
Employment History
Current Registrations
Upfront Financial Planning, LLC
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.