# Lynda Gregory

> Lynda Gregory is a fee-only financial advisor at Boulder Canyon Financial in Lafayette, Colorado, who holds the CFP credential. Lynda focuses on sustainable & impact investing, retirement planning and estate & legacy planning. Boulder Canyon Financial reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/lynda-gregory/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Boulder Canyon Financial
- **Based in:** Lafayette, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $20.5M across 89 accounts
- **Credentials:** CFP
- **Specialties:** Sustainable & impact investing, Retirement planning, Estate & legacy planning
- **CRD:** 3211973 (https://adviserinfo.sec.gov/individual/summary/3211973)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 63 (2000), Series 66 (2000)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** http://bouldercanyonfinancial.com

## Frequently asked questions

### Is Lynda Gregory a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lynda holds no broker registration, and Boulder Canyon Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lynda charge for financial advice?

Lynda's firm, Boulder Canyon Financial, reports charging a percentage of assets on its SEC Form ADV.

### Where is Lynda Gregory based?

Lynda Gregory is based in Lafayette, Colorado.

### What does Lynda specialize in?

Lynda's specialties include sustainable & impact investing, retirement planning and estate & legacy planning.

### What credentials does Lynda Gregory hold?

Lynda Gregory holds the CFP credential.

### Is Lynda Gregory registered with the SEC?

Yes. Lynda Gregory is registered as an investment adviser representative in CO (CRD 3211973), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Boulder Canyon Financial manage?

Boulder Canyon Financial reports $20.5M across 89 accounts in assets under management.

### How do I contact Lynda Gregory?

Through Lynda's website, bouldercanyonfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3211973): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://bouldercanyonfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.