# Lyndon Lorenz

> Lyndon Lorenz is a fee-only financial advisor at Boldin in Mill Valley, California, who holds the CFP credential. Lyndon charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $168 a year and one-time plans from $3,200) and focuses on flat-fee planning and retirement planning.

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

## Facts

- **Firm:** Boldin
- **Based in:** Mill Valley, California
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $168 a year; one-time plans from $3,200
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP
- **Specialties:** Flat-fee planning, Retirement planning
- **CRD:** 6458312 (https://adviserinfo.sec.gov/individual/summary/6458312)
- **SEC registration:** Investment adviser representative in MN, TX
- **Exams passed:** Series 65 (2015)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://www.boldin.com/

## Frequently asked questions

### Is Lyndon Lorenz a fee-only financial advisor?

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

### How does Lyndon charge for financial advice?

Lyndon charges a flat fee or retainer and an ongoing planning fee.

### How much does Lyndon charge?

According to Boldin's website, checked October 30, 2026: ongoing planning from $168 a year; one-time plans from $3,200.

### Where is Lyndon Lorenz based?

Lyndon Lorenz is based in Mill Valley, California.

### What does Lyndon specialize in?

Lyndon's specialties include flat-fee planning and retirement planning.

### What credentials does Lyndon Lorenz hold?

Lyndon Lorenz holds the CFP credential.

### Is Lyndon Lorenz registered with the SEC?

Yes. Lyndon Lorenz is registered as an investment adviser representative in MN and TX (CRD 6458312), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Lyndon Lorenz?

Through Lyndon's website, www.boldin.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6458312): 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://www.boldin.com/): specialties, clients served, and fees, checked October 30, 2026

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