John Lynch
Lynch Financial Group · Dublin, Ohio
John Lynch is a fee-only financial advisor at Lynch Financial Group in Dublin, Ohio, who holds the CFP and CFA credentials. Lynch Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Lynch Financial Group |
|---|---|
| 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 | CFP · CFA |
| SEC registration | Investment adviser representative in OH · CRD 4675547 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.lynchfinancialgroup.com |
How John's firm compares
- Lynch Financial Group's average account is about $469,000, from its Form ADV (assets managed divided by 233 accounts).
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Questions about John
Is John Lynch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Lynch Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Lynch Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Lynch based?
John Lynch is based in Dublin, Ohio.
What credentials does John Lynch hold?
John Lynch holds the CFP and CFA credentials.
Is John Lynch registered with the SEC?
Yes. John Lynch is registered as an investment adviser representative in OH (CRD 4675547), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lynch Financial Group manage?
Lynch Financial Group reports $109.2M across 233 accounts in assets under management.
How do I contact John Lynch?
Through John's website, www.lynchfinancialgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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