# LCW Planning and Investments, LLC

> LCW Planning and Investments, LLC is a state-registered investment advisory firm in Lawrence, MA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 338407
- Filed as: LCW PLANNING AND INVESTMENTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lawrence, MA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338407
- AdvisorCensus page: https://advisorcensus.com/firm/lcw-planning-and-investments-llc-lawrence-ma-338407

## Quick answers

**How is LCW Planning and Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), LCW Planning and Investments, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is LCW Planning and Investments, LLC located?**
LCW Planning and Investments, LLC's principal office is in Lawrence, MA, according to its Form ADV.

**Is LCW Planning and Investments, LLC registered with the SEC or a state?**
LCW Planning and Investments, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338407.

**How much does LCW Planning and Investments, LLC manage?**
LCW Planning and Investments, LLC reports $0 in regulatory assets under management in its Form ADV filing dated March 27, 2026.

**Does LCW Planning and Investments, 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/338407

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [lcwwealth.com](https://lcwwealth.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. LCW Planning and Investments, LLC (CRD 338407): Form ADV filing data as of October 2026.