# Jayce Lowe

> Jayce Lowe is a fee-only financial advisor at Lighthouse Financial Services, Inc. in Brea, California, who holds the CFP credential. Jayce charges a percentage of assets and focuses on retirement planning and tax planning.

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

## Facts

- **Firm:** Lighthouse Financial Services, Inc.
- **Based in:** Brea, California
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $472.5M across 461 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 6036668 (https://adviserinfo.sec.gov/individual/summary/6036668)
- **SEC registration:** Investment adviser representative in CA, NE, TX
- **Exams passed:** Series 66 (2014)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://lighthouselink.com

## Frequently asked questions

### Is Jayce Lowe a fee-only financial advisor?

Yes. Jayce Lowe 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 Jayce's firm.

### How does Jayce charge for financial advice?

Jayce charges a percentage of assets.

### Where is Jayce Lowe based?

Jayce Lowe is based in Brea, California.

### What does Jayce specialize in?

Jayce's specialties include retirement planning and tax planning.

### What credentials does Jayce Lowe hold?

Jayce Lowe holds the CFP credential.

### Is Jayce Lowe registered with the SEC?

Yes. Jayce Lowe is registered as an investment adviser representative in CA, NE and TX (CRD 6036668), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Lighthouse Financial Services, Inc. manage?

Lighthouse Financial Services, Inc. reports $472.5M across 461 accounts in assets under management.

### How do I contact Jayce Lowe?

Through Jayce's website, lighthouselink.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/51351): 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://www.lighthouselink.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.