Lynda Gregory
Boulder Canyon Financial · Lafayette, Colorado
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.
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Specialties
Facts
| Firm | Boulder Canyon Financial |
|---|---|
| Based in | Lafayette, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $20.5M across 89 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 3211973 |
| Exams passed | Series 63 (2000) · Series 66 (2000) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | bouldercanyonfinancial.com |
| Profile |
How Lynda's firm compares
- Boulder Canyon Financial's average account is about $230,000, from its Form ADV (assets managed divided by 89 accounts).
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Questions about Lynda
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.
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
- Boulder Canyon Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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