# Douglas Lynch

> Douglas Lynch is a fee-only financial advisor at Lynch Financial Group LLC in Dublin, Ohio, who holds the CFA, CFP and CPA credentials. Douglas focuses on retirement planning, tax planning and estate & legacy planning. Lynch Financial Group LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/douglas-lynch/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Lynch Financial Group LLC
- **Based in:** Dublin, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $109.2M across 233 accounts
- **Credentials:** CFA, CFP, CPA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees
- **CRD:** 4670420 (https://adviserinfo.sec.gov/individual/summary/4670420)
- **SEC registration:** Investment adviser representative in OH
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://lynchfinancialgroup.com

## Frequently asked questions

### Is Douglas Lynch a fee-only financial advisor?

Yes. Douglas Lynch 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 Douglas's firm.

### How does Douglas charge for financial advice?

Douglas's firm, Lynch Financial Group LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Douglas Lynch based?

Douglas Lynch is based in Dublin, Ohio.

### What does Douglas specialize in?

Douglas's specialties include retirement planning, tax planning and estate & legacy planning. Douglas works with retirees.

### What credentials does Douglas Lynch hold?

Douglas Lynch holds the CFA, CFP and CPA credentials.

### Is Douglas Lynch registered with the SEC?

Yes. Douglas Lynch is registered as an investment adviser representative in OH (CRD 4670420), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Lynch Financial Group LLC manage?

Lynch Financial Group LLC reports $109.2M across 233 accounts in assets under management.

### How do I contact Douglas Lynch?

Through Douglas's website, lynchfinancialgroup.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/3397): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.lynchfinancialgroup.com/): specialties, clients served, and fees, checked October 28, 2026

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