Meghan Lynch
Lynch Financial Group · Denver, Colorado
Meghan Lynch is a fee-only financial advisor at Lynch Financial Group in Denver, Colorado. Meghan focuses on retirement planning. Lynch Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Lynch Financial Group |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $7.6M across 46 accounts |
| SEC registration | Investment adviser representative in CA, CO · CRD 7767521 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.lynchfg.com |
| Profile |
How Meghan's firm compares
- Lynch Financial Group's average account is about $165,000, from its Form ADV (assets managed divided by 46 accounts).
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Questions about Meghan
Is Meghan Lynch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Meghan holds no broker registration, and Lynch Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Meghan charge for financial advice?
Meghan's firm, Lynch Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Meghan Lynch based?
Meghan Lynch is based in Denver, Colorado.
What does Meghan specialize in?
Meghan's specialties include retirement planning. Meghan works with retirees and pre-retirees.
Is Meghan Lynch registered with the SEC?
Yes. Meghan Lynch is registered as an investment adviser representative in CA and CO (CRD 7767521), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lynch Financial Group manage?
Lynch Financial Group reports $7.6M across 46 accounts in assets under management.
How do I contact Meghan Lynch?
Through Meghan's website, www.lynchfg.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 Group 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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