Laurence Financial Planning LLC fees and pricing

Financial planner in Danvers, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 14, 2026, Laurence Financial Planning LLC charges $175 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“Net Worth Annual Retainer Fee up to $500,000 $500,000-$1,000,000 $1,000,000-$3,000,000 $3,000,000-$6,000,000 Over $6,000,000 $500 1,350 2,400 3,250 Negotiable These fees are fixed annually at the contract anniversary date and payable quarterly in advance.”
“Financial Planning fees are billable either upon completion of the project or on a monthly basis, at our sole discretion.”
“All fees are due and payable upon receipt.”

Its hourly rate of $175 is below the Massachusetts median of $300. 10% of the 183 other Massachusetts planners that publish an hourly rate charge less.
None of the 2 other planners in Danvers that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2009 (17 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 22
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $70,346,360
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 150401
Phone: (978) 777-2935

Can advise clients in 3 states: California, Massachusetts, New Hampshire

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.