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LAURENCE FINANCIAL PLANNING LLC

Advisory

MA

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in MA
#1,075
of 1,590 advisers by AUM
Average account
$596K
across 118 accounts
AUM per adviser
$70M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM
$70M
Discretionary %
22.1%
Clients
22
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$70M
Discretionary AUM$16M
Non-Discretionary AUM$55M
Discretionary %22.1%
Total Clients22
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, MA, NH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

KONDRACKI ADVISORY, LLC
HINGHAM, MA
$70M
MADDEN ASSET MANAGEMENT LLC
NEWTON LOWER FALLS, MA
$70M
-35.5% 1Y
SEIDMAN DANIEL JAY
VINEYARD HAVEN, MA
$70M
+4.6% 1Y
ABRY PARTNERS, LLC
BOSTON, MA
$69M
-19.5% 1Y
CATURANO WEALTH MANAGEMENT, LLC
BOSTON, MA
$69M
+26.8% 1Y
RCG ARDIS CAPITAL LLC
BOSTON, MA
$72M
0.0% 1Y

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