Dilworth Lyman
Your Financial Partnership · Lees Summit, Missouri
Dilworth Lyman is a fee-only financial advisor at Your Financial Partnership in Lees Summit, Missouri, who holds the CFP credential.
- $9M
- Firm assets managed
- $180,000
- Firm's average account
- 2003
- First securities exam
How does Dilworth's firm compare?
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Your Financial Partnership's average account is about $180,000, from its Form ADV (assets managed divided by 51 accounts).
Questions about Dilworth
Is Dilworth Lyman a fee-only financial advisor?
Yes. Dilworth Lyman is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Dilworth's firm.
How does Dilworth Lyman charge for financial advice?
Dilworth's firm, Your Financial Partnership, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Dilworth Lyman charge?
According to Your Financial Partnership's website, checked October 28, 2026: no asset minimum.
Where is Dilworth Lyman based?
Dilworth Lyman is based in Lees Summit, Missouri.
What credentials does Dilworth Lyman hold?
Dilworth Lyman holds the CFP credential.
Is Dilworth Lyman registered with the SEC?
Yes. Dilworth Lyman is registered as an investment adviser representative in KS and MO (CRD 4686881), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Your Financial Partnership manage?
Your Financial Partnership reports $9.2M across 51 accounts in assets under management.
How do I contact Dilworth Lyman?
Through Dilworth Lyman's website, yourfinancialpartnership.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Your Financial Partnership |
|---|---|
| Based in | Lees Summit, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | No asset minimum |
| Assets under management | $9.2M across 51 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, MO · CRD 4686881 |
| Exams passed | Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | yourfinancialpartnership.com |
| Profile |
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Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Your Financial Partnership 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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