Lisa Durant
Lion's EYE Wealth · Montrose, Colorado
Lisa Durant is a fee-only financial advisor at Lion's EYE Wealth in Montrose, Colorado. Lion's EYE Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Lion's EYE Wealth |
|---|---|
| Based in | Montrose, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $7M across 14 accounts |
| SEC registration | Investment adviser representative in CO · CRD 6998921 |
| Exams passed | Series 66 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Lisa's firm compares
- Lion's EYE Wealth's average account is about $500,000, from its Form ADV (assets managed divided by 14 accounts).
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Questions about Lisa
Is Lisa Durant a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa holds no broker registration, and Lion's EYE Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lisa charge for financial advice?
Lisa's firm, Lion's EYE Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Lisa Durant based?
Lisa Durant is based in Montrose, Colorado.
Is Lisa Durant registered with the SEC?
Yes. Lisa Durant is registered as an investment adviser representative in CO (CRD 6998921), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lion's EYE Wealth manage?
Lion's EYE Wealth reports $7M across 14 accounts in assets under management.
How do I contact Lisa Durant?
Contact details aren't on file yet. Search for Lion's EYE Wealth.
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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