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Advisor

John Schibli

Lane Generational · Steamboat Springs, Colorado

John Schibli is a fee-only financial advisor at Lane Generational in Steamboat Springs, Colorado. Lane Generational reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmLane Generational
Based in Steamboat Springs, Colorado
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees · Performance-based fees
Assets under management$139.3M across 86 accounts
SEC registration Investment adviser representative in CO, MA, TX, VT · CRD 6648712
Exams passedSeries 66 (2019)
Firm size2 employees
Disclosures None reported
Websitewww.lanegenerational.com

How John's firm compares

  • Lane Generational's average account is about $1.6 million, from its Form ADV (assets managed divided by 86 accounts).

What fee-only advisors charge in Colorado

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Questions about John

Is John Schibli a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Lane Generational 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, Lane Generational, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

Where is John Schibli based?

John Schibli is based in Steamboat Springs, Colorado.

Is John Schibli registered with the SEC?

Yes. John Schibli is registered as an investment adviser representative in CO, MA, TX and VT (CRD 6648712), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Lane Generational manage?

Lane Generational reports $139.3M across 86 accounts in assets under management.

How do I contact John Schibli?

Through John's website, www.lanegenerational.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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