Lawrence Russell and Company fees and pricing
Financial planner in Pasadena, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 14, 2026, Lawrence Russell and Company charges $150 an hour and a flat or project fee of $1,450-$3,650 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“The current hourly rate is $150.”
- Flat or project fee
- $1,450-$3,650
“Lawrence Russell and Company offers a comprehensive personal financial and investment planning service for an individual or family with fixed fee rates that range from $1,450 to $3,650.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lawrence Russell and Company bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Limiting the scope of a project and the estimated number of adviser hours that will be applied is the extent to which advisory fees for financial and investment planning projects are negotiable.”
- “Full payment for a particular service is due and payable upon delivery of that service.”
- “Typically, clients pay fees with a bank check.”
How Lawrence Russell and Company’s fees compare
- Its hourly rate of $150 is below the California median of $300. 4% of the 932 other California planners that publish an hourly rate charge less.
- None of the 15 other planners in Pasadena that publish an hourly rate charge less.
- Its flat or project fee of $1,450-$3,650 is below the California median of $5,000. 27% of the 796 other California planners that publish a flat or project fee charge less.
- 6 of the 16 other planners in Pasadena that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Lawrence Russell and Company
“Lawrence Russell and Company provides fee-only financial and investment planning services that are tailored to the particular needs of our clients. Lawrence Russell and Company helps individuals and families to improve their personal financial planning knowledge, practices, and self-reliance.”
- Firm size: 3 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2005 (21 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 8
- Employees
- 3
- Works with
- Individuals
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 133101
- Phone
- (626) 399-9579
Other planners in Pasadena that publish fees
- Appian Way FinancialPasadena$500-$5,000
- Equanimity Financial PartnersPasadena$2,500-$20,000
- Favor Wealth Advisors, LLCPasadena$500/hr, $2,500-$20,000
- Fiducia Wealth ManagementPasadena$350/hr, $2,500-$10,000
- Firmo Investment Consulting ServicesPasadena$150/hr, $1,050
- Foundry Financial LLCPasadena$1,000-$10,000
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.