Lyon Financial Planning, LLC
Waltham, Massachusetts
Lyon Financial Planning, LLC at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 150 individual clients, 100 of them high net worth.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Waltham, Massachusetts |
|---|---|
| Website | lyonfp.com |
| [email protected] | |
| Phone | (781) 218-9005 |
Questions about Lyon Financial Planning, LLC
How much does Lyon Financial Planning, LLC charge?
Lyon Financial Planning, LLC publishes these prices: one-time plan: from $15,000. We found this on its website, checked October 28, 2026.
How is Lyon Financial Planning, LLC paid?
Lyon Financial Planning, LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Lyon Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Lyon Financial Planning, LLC.
What does Lyon Financial Planning, LLC specialize in?
Lyon Financial Planning, LLC's advisors and website list flat-fee planning, retirement planning, estate & legacy planning and tax planning.
Is Lyon Financial Planning, LLC accepting new clients?
Yes, according to Lyon Financial Planning, LLC's website, checked October 28, 2026.
Does Lyon Financial Planning, LLC work with clients virtually?
Yes. Lyon Financial Planning, LLC's website says it works with clients virtually.
Lyon Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $15,000 |
|---|---|
| How it charges | Flat fee · Hourly · One-time plans or projects |
In the firm's words
"The fee for a comprehensive financial plan is $15,000." source
"Comprehensive financial plans are a one-time flat fee, paid half upfront and half upon completion." source
"Ongoing work, when needed, is billed hourly in arrears." source
"The fee for a comprehensive financial plan is $15,000." 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 50 |
| High-net-worth clients | 100 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 305378 |