Lyndon Lorenz
Boldin · Mill Valley, California
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.
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Specialties
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 6458312 |
| Exams passed | Series 65 (2015) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.boldin.com |
How Lyndon's firm compares
- Ongoing planning starts at $168 a year, below the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $3,200, above the California median of $2,500 for fee-only firms that publish prices.
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Questions about Lyndon
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.
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
- Boldin 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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