Lane Florence, LLC

Overview

Lane Florence, LLC is a California-registered limited liability company that provides advisory services to individual and family clients. The firm is owned by an individual and focuses on financial planning work and pension consulting as its primary advisory activities. Its fee model is non-asset-based: clients are charged hourly fees or fixed fees rather than percentage-of-assets. The firm has relationships with other industry entities, including a broker‑dealer and an insurance company, and it operates alongside other investment-adviser affiliations. It does not position itself as a capital allocator to external managers; instead, advisory work appears centered on planning and consulting for private clients.

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