Firm
Lynch Financial Advisors
Roseville, California
Fee-only
Lynch Financial Advisors at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 113 individual clients.
- Its average account is about $255,000 (assets it manages divided by its 442 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Roseville, California |
|---|---|
| Website | lynchfinancialadvisors.com |
| [email protected] | |
| Phone | (916) 772-3103 |
Lynch Financial Advisors 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.
| One-time plan | From $1,500 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"The Financial Review is $1500." 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 · Fixed fees |
|---|---|
| Assets managed | $113 million |
| Individual clients | 113 |
| Accounts managed | 442 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-136715) |
| Financial planning | Offered |
| Form ADV filed | October 13, 2026 |
| SEC record | CRD 342560 |