# Jay Abolofia

> Jay Abolofia is a fee-only financial advisor at Lyon Financial Planning, LLC in Waltham, Massachusetts, who holds the CFP and PhD credentials. Jay charges a flat fee or retainer, hourly fees and a one-time planning fee (one-time plans from $15,000) and focuses on flat-fee planning, retirement planning and estate & legacy planning.

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

## Facts

- **Firm:** Lyon Financial Planning, LLC
- **Based in:** Waltham, Massachusetts
- **Fee model:** Flat fee or retainer; Hourly; One-time planning fee
- **Fees (firm's website):** one-time plans from $15,000
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, PhD
- **Specialties:** Flat-fee planning, Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees
- **CRD:** 7165795 (https://adviserinfo.sec.gov/individual/summary/7165795)
- **SEC registration:** Investment adviser representative in MA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://lyonfp.com

## Frequently asked questions

### Is Jay Abolofia a fee-only financial advisor?

Yes. Jay Abolofia is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jay's firm.

### How does Jay charge for financial advice?

Jay charges a flat fee or retainer, hourly fees and a one-time planning fee.

### How much does Jay charge?

According to Lyon Financial Planning, LLC's website, checked October 28, 2026: one-time plans from $15,000.

### Does Jay work with clients virtually?

Yes. Lyon Financial Planning, LLC says on its website that it works with clients remotely.

### Where is Jay Abolofia based?

Jay Abolofia is based in Waltham, Massachusetts.

### What does Jay specialize in?

Jay's specialties include flat-fee planning, retirement planning, estate & legacy planning and tax planning. Jay works with retirees.

### What credentials does Jay Abolofia hold?

Jay Abolofia holds the CFP and PhD credentials.

### Is Jay Abolofia registered with the SEC?

Yes. Jay Abolofia is registered as an investment adviser representative in MA (CRD 7165795), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Jay Abolofia?

Through Jay's website, lyonfp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45617): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://lyonfp.com/): specialties, clients served, and fees, checked October 28, 2026

---

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