Michael Lynch
Michael P. Lynch Wealth Management · Stockton, California
Michael Lynch is a fee-only financial advisor at Michael P. Lynch Wealth Management in Stockton, California, who holds the CFP and PFS credentials. Michael focuses on retirement planning, estate & legacy planning and tax planning. Michael P. Lynch Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Michael P. Lynch Wealth Management |
|---|---|
| Based in | Stockton, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $23.4M across 61 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in CA, TX · CRD 5562131 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.mplwealthmgt.com |
How Michael's firm compares
- Michael P. Lynch Wealth Management's average account is about $383,000, from its Form ADV (assets managed divided by 61 accounts).
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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 Michael P. Lynch Wealth Management 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, Michael P. Lynch Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Michael Lynch based?
Michael Lynch is based in Stockton, California.
What does Michael specialize in?
Michael's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Michael Lynch hold?
Michael Lynch holds the CFP and PFS credentials.
Is Michael Lynch registered with the SEC?
Yes. Michael Lynch is registered as an investment adviser representative in CA and TX (CRD 5562131), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Michael P. Lynch Wealth Management manage?
Michael P. Lynch Wealth Management reports $23.4M across 61 accounts in assets under management.
How do I contact Michael Lynch?
Through Michael's website, www.mplwealthmgt.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
- Michael P. Lynch Wealth Management 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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