Lorne Abramson is a CFA, CFP-designated registered investment advisor at Abramson Financial Planning, LLC, based in Burlingame, CA, with 23 years of industry experience. Lorne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Review: $1,600 - $3,840, includes a pre-meeting document review and up to a 90-minute consultation, followed by a written summary with assessments and recommendations.
- Comprehensive Retirement Plan: $2,560 - $5,120, utilizes a third-party financial planning software program, includes a video conference call lasting up to two hours, followed by an annotated summary report with comments and suggested action items.
- Hourly Financial Planning: $320/hour, available to returning clients for a quick refresh or review of their existing plan, with a one-hour minimum.
Contact
Lorne Abramson
Location
Burlingame, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Abramson Financial Planning, LLC
Previous Registrations
Elm Advisors, LLC
Citigroup Global Markets INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
MBA, The Wharton School, University of Pennsylvania, 1993.BA (Phi Beta Kappa, Magna Cum Laude), Rutgers University, 1988Personal: In his free time, Lorne loves to explore the Bay Area, listen to jazz and the Grateful Dead, cheer for the New York sports teams that he grew up with, and visit art museums (his undergraduate degree was in art history). Lorne is also married, the father of two young adults, and in a very similar stage of life as many of his clients. So he’s not just giving advice, he’s living it.