David Lyon
Lyon Wealth Advisory · San Deigo, California
David Lyon is a fee-only financial advisor at Lyon Wealth Advisory in San Deigo, California, who holds the CFP, EA and CRPC credentials. David charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $12,000 a year) and focuses on small business owners, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Founders
- High earners
- Real estate investors
Facts
| Firm | Lyon Wealth Advisory |
|---|---|
| Based in | San Deigo, California |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $12,000 a year |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | CFP · EA · CRPC |
| SEC registration | Investment adviser representative in CA · CRD 4635195 |
| Exams passed | Series 66 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | lyonwealthadvisory.com |
| Profile |
How David's firm compares
- Ongoing planning starts at $12,000 a year, above the California median of $6,000 for fee-only firms that publish prices.
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Questions about David
Is David Lyon a fee-only financial advisor?
Yes. David Lyon is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.
How does David charge for financial advice?
David charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does David charge?
According to Lyon Wealth Advisory's website, checked October 28, 2026: ongoing planning from $12,000 a year.
Does David work with clients virtually?
Yes. Lyon Wealth Advisory says on its website that it works with clients remotely.
Where is David Lyon based?
David Lyon is based in San Deigo, California.
What does David specialize in?
David's specialties include small business owners, tax planning, estate & legacy planning, retirement planning, flat-fee planning and founders (pre-exit). David works with founders, high earners and real estate investors.
What credentials does David Lyon hold?
David Lyon holds the CFP, EA and CRPC credentials.
Is David Lyon registered with the SEC?
Yes. David Lyon is registered as an investment adviser representative in CA (CRD 4635195), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact David Lyon?
Through David's website, lyonwealthadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Lyon Wealth Advisory website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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