Lynch Financial Group LLC at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 47 individual clients, 36 of them high net worth.
- Its average account is about $469,000 (assets it manages divided by its 233 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Dublin, Ohio |
|---|---|
| Website | lynchfinancialgroup.com |
| [email protected] | |
| Phone | (614) 791-8884 |
Questions about Lynch Financial Group LLC
How is Lynch Financial Group LLC paid?
Lynch Financial Group LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Lynch Financial Group LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Lynch Financial Group LLC, and 2 hold the CFP.
What is the average account at Lynch Financial Group LLC?
Lynch Financial Group LLC's average account is about $469,000. That's the assets on its Form ADV divided by its 233 accounts.
What does Lynch Financial Group LLC specialize in?
Lynch Financial Group LLC's advisors and website list retirement planning, tax planning and estate & legacy planning.
Lynch Financial Group LLC fees
Lynch Financial Group LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $109 million |
| Individual clients | 11 |
| High-net-worth clients | 36 |
| Accounts managed | 233 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-36789) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 105821 |