Jay Abolofia
Lyon Financial Planning, LLC · Waltham, Massachusetts
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.
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Specialties
Who they serve
- Retirees
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 |
| Accepting new clients | Yes |
| Credentials | CFP · PhD |
| SEC registration | Investment adviser representative in MA · CRD 7165795 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | lyonfp.com |
| Profile |
How Jay's firm compares
- A one-time plan starts at $15,000, above the Massachusetts median of $3,000 for fee-only firms that publish prices.
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Questions about Jay
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.
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
- Lyon Financial Planning, 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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