Douglas Lynch
Lynch Financial Group LLC · Dublin, Ohio
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.
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Specialties
Who they serve
- Retirees
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 | $109.2M across 233 accounts |
| Credentials | CFA · CFP · CPA |
| SEC registration | Investment adviser representative in OH · CRD 4670420 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | lynchfinancialgroup.com |
| Profile |
How Douglas's firm compares
- Lynch Financial Group LLC's average account is about $469,000, from its Form ADV (assets managed divided by 233 accounts).
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Questions about Douglas
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Lynch Financial Group LLC 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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