Terry Lyon
Breakforth Investment Management · Pittsburgh, Pennsylvania
Terry Lyon is a fee-only financial advisor at Breakforth Investment Management in Pittsburgh, Pennsylvania, who holds the CFP credential. Breakforth Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Terry →
Facts
| Firm | Breakforth Investment Management |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $18.2M across 25 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 2139997 |
| Exams passed | Series 65 (1991) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | breakforth.biz |
How Terry's firm compares
- Breakforth Investment Management's average account is about $727,000, from its Form ADV (assets managed divided by 25 accounts).
Request an introduction to Terry
Tell Terry a little about what you're looking for. Terry 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 Terry
Is Terry Lyon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Terry holds no broker registration, and Breakforth Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Terry charge for financial advice?
Terry's firm, Breakforth Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Terry Lyon based?
Terry Lyon is based in Pittsburgh, Pennsylvania.
What credentials does Terry Lyon hold?
Terry Lyon holds the CFP credential.
Is Terry Lyon registered with the SEC?
Yes. Terry Lyon is registered as an investment adviser representative in PA (CRD 2139997), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Breakforth Investment Management manage?
Breakforth Investment Management reports $18.2M across 25 accounts in assets under management.
How do I contact Terry Lyon?
Through Terry's website, breakforth.biz.
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
- 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.