# LAURENCE FINANCIAL PLANNING LLC

LAURENCE FINANCIAL PLANNING LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 150401
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150401

## About

LAURENCE FINANCIAL PLANNING LLC is a state-registered investment adviser with $70 million in regulatory assets under management. The firm manages $16 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### How is Laurence Financial Planning LLC regulated?

As an RIA, it is registered with either the SEC or state securities regulators. This requires fiduciary duty and periodic disclosure filings, though no such filings have been located in public databases.

## Related profiles

- [Retirement Management Systems](https://altss.com/profile/retirement-management-systems)
- [Armada Advisors](https://altss.com/profile/armada-advisors)

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Last updated: 2026-07-06T01:24:20.070Z

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