Michael Lynch
Lynch Financial Advisors · Roseville, California
Michael Lynch is a fee-only financial advisor at Lynch Financial Advisors in Roseville, California. Michael charges a one-time planning fee (one-time plans from $1,500).
Request an introduction to Michael →
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 |
| SEC registration | Investment adviser representative in CA, TX · CRD 5062414 |
| Exams passed | Series 65 (2002) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.lynchfinancialadvisors.com |
How Michael'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).
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michael
Is Michael Lynch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael charges a one-time planning fee.
How much does Michael charge?
According to Lynch Financial Advisors's website, checked October 30, 2026: one-time plans from $1,500.
Where is Michael Lynch based?
Michael Lynch is based in Roseville, California.
Is Michael Lynch registered with the SEC?
Yes. Michael Lynch is registered as an investment adviser representative in CA and TX (CRD 5062414), 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 Michael Lynch?
Through Michael'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.
See something wrong? Request a correction. Read our methodology.