# Client Priority Financial Advisors LLC

> Client Priority Financial Advisors LLC is a state-registered investment advisory firm, registered since 2014, with no regulatory assets under management reported in its Form ADV filing dated February 12, 2026.

- CRD: 170741
- Filed as: CLIENT PRIORITY FINANCIAL ADVISORS LLC
- Legal name: Pike, Laurence Mitchell
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170741
- AdvisorCensus page: https://advisorcensus.com/firm/client-priority-financial-advisors-llc-170741

## Quick answers

**How is Client Priority Financial Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Client Priority Financial Advisors LLC reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Client Priority Financial Advisors LLC registered with the SEC or a state?**
Client Priority Financial Advisors LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170741.

**What types of clients does Client Priority Financial Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (89); individuals (other than high net worth individuals) (14); charitable organizations (1).

**Does Client Priority Financial Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170741

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $0 |
| High net worth individuals | 89 | $0 |
| Charitable organizations | 1 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clientpriority.blogspot.com
- clientpriority.com
- LinkedIn @larrypike
- X @CfaPike

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Client Priority Financial Advisors LLC (CRD 170741): Form ADV filing data as of October 2026.