# Aina Moliner I Serra

> Aina Moliner I Serra is a fee-only financial advisor at Lynx Investment Advisory in Washington, District of Columbia. Aina focuses on retirement planning, tax planning and estate & legacy planning. Lynx Investment Advisory reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/aina-moliner-i-serra/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Lynx Investment Advisory
- **Based in:** Washington, District of Columbia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $1.11B across 236 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Small business owners
- **Works with:** Multi-generational families
- **CRD:** 7954136 (https://adviserinfo.sec.gov/individual/summary/7954136)
- **SEC registration:** Investment adviser representative in DC
- **Exams passed:** Series 65 (2024)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.lynxinvestment.com/

## Frequently asked questions

### Is Aina Moliner I Serra a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Aina holds no broker registration, and Lynx Investment Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Aina charge for financial advice?

Aina's firm, Lynx Investment Advisory, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Aina Moliner I Serra based?

Aina Moliner I Serra is based in Washington, District of Columbia.

### What does Aina specialize in?

Aina's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Aina works with multi-generational families.

### Is Aina Moliner I Serra registered with the SEC?

Yes. Aina Moliner I Serra is registered as an investment adviser representative in DC (CRD 7954136), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lynx Investment Advisory manage?

Lynx Investment Advisory reports $1.11B across 236 accounts in assets under management.

### How do I contact Aina Moliner I Serra?

Through Aina's website, www.lynxinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7954136): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.lynxinvestment.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.