Michael Lunsford
Lunsford Financial Planning · Lafayette, Colorado
Michael Lunsford is a fee-only financial advisor at Lunsford Financial Planning in Lafayette, Colorado, who holds the CFP credential. Lunsford Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Lunsford Financial Planning |
|---|---|
| Based in | Lafayette, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Not currently |
| Assets under management | $45.3M across 136 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 4715244 |
| Exams passed | Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | lunsfordfinancial.com |
| Profile |
How Michael's firm compares
- Lunsford Financial Planning's average account is about $333,000, from its Form ADV (assets managed divided by 136 accounts).
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Questions about Michael
Is Michael Lunsford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Lunsford Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Lunsford Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Lunsford based?
Michael Lunsford is based in Lafayette, Colorado.
What credentials does Michael Lunsford hold?
Michael Lunsford holds the CFP credential.
Is Michael Lunsford registered with the SEC?
Yes. Michael Lunsford is registered as an investment adviser representative in CO and TX (CRD 4715244), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lunsford Financial Planning manage?
Lunsford Financial Planning reports $45.3M across 136 accounts in assets under management.
How do I contact Michael Lunsford?
Through Michael's website, lunsfordfinancial.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
- Lunsford Financial Planning 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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