# Financial Strategies for Today and Tomorrow--Wealth MGMT Group

> Financial Strategies for Today and Tomorrow--Wealth MGMT Group is a state-registered investment advisory firm in Santa Ana, CA, registered since 2008, with no regulatory assets under management reported in its Form ADV filing dated August 18, 2026.

- CRD: 145117
- Filed as: FINANCIAL STRATEGIES FOR TODAY AND TOMORROW--WEALTH MGMT GROUP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Santa Ana, CA
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145117
- AdvisorCensus page: https://advisorcensus.com/firm/financial-strategies-for-today-and-tomorrow-wealth-mgmt-group-santa-ana-ca-145117

## Quick answers

**How is Financial Strategies for Today and Tomorrow--Wealth MGMT Group compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Strategies for Today and Tomorrow--Wealth MGMT Group reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Financial Strategies for Today and Tomorrow--Wealth MGMT Group located?**
Financial Strategies for Today and Tomorrow--Wealth MGMT Group's principal office is in Santa Ana, CA, according to its Form ADV.

**Is Financial Strategies for Today and Tomorrow--Wealth MGMT Group registered with the SEC or a state?**
Financial Strategies for Today and Tomorrow--Wealth MGMT Group is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 145117.

**Does Financial Strategies for Today and Tomorrow--Wealth MGMT Group 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/145117

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2008 (18 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [fswmg.com](https://fswmg.com)
- LinkedIn @7598992
- LinkedIn @robert-b-lawrence-jr-10bbb592
- LinkedIn @stephanie-lawrence-a2007311

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Strategies for Today and Tomorrow--Wealth MGMT Group (CRD 145117): Form ADV filing data as of October 2026.