Manbir Chohan
Lynch Financial Advisors · Roseville, California
Manbir Chohan is a fee-only financial advisor at Lynch Financial Advisors in Roseville, California, who holds the CFP credential. Manbir charges a one-time planning fee (one-time plans from $1,500).
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Facts
| Firm | Lynch Financial Advisors |
|---|---|
| Based in | Roseville, California |
| Fee model | One-time planning fee |
| Fees (firm's website) | One-time plans from $1,500 |
| Accepting new clients | Yes |
| Assets under management | $112.9M across 442 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 8034644 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.lynchfinancialadvisors.com |
| Profile |
How Manbir's firm compares
- A one-time plan starts at $1,500, below the California median of $2,500 for fee-only firms that publish prices.
- Lynch Financial Advisors's average account is about $255,000, from its Form ADV (assets managed divided by 442 accounts).
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Questions about Manbir
Is Manbir Chohan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Manbir holds no broker registration, and Lynch Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Manbir charge for financial advice?
Manbir charges a one-time planning fee.
How much does Manbir charge?
According to Lynch Financial Advisors's website, checked October 30, 2026: one-time plans from $1,500.
Where is Manbir Chohan based?
Manbir Chohan is based in Roseville, California.
What credentials does Manbir Chohan hold?
Manbir Chohan holds the CFP credential.
Is Manbir Chohan registered with the SEC?
Yes. Manbir Chohan is registered as an investment adviser representative in CA and TX (CRD 8034644), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lynch Financial Advisors manage?
Lynch Financial Advisors reports $112.9M across 442 accounts in assets under management.
How do I contact Manbir Chohan?
Through Manbir's website, www.lynchfinancialadvisors.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
- Lynch Financial Advisors 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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