Firm
Lybis Investing
Broomfield, Colorado
Fee-only
Lybis Investing at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 15 individual clients, 7 of them high net worth.
- Its average account is about $225,000 (assets it manages divided by its 22 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Broomfield, Colorado |
|---|---|
| Website | lybisinvesting.com |
| Phone | (305) 608-2793 |
Lybis Investing fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.75% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Hourly · Flat fee |
In the firm's words
"0.75% for assets under $500k" source
"Annual fee based on assets under management (billed quarterly)" source
"Options include (1) Hourly fees, (2) One-time/flat-fee, or (3) Capped hourly fee." source
"Options include (1) Hourly fees, (2) One-time/flat-fee, or (3) Capped hourly fee." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $5 million |
| Individual clients | 8 |
| High-net-worth clients | 7 |
| Accounts managed | 22 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 315770 |