Firm
Lyon Wealth Advisory
San Deigo, California
Fee-only
Lyon Wealth Advisory at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its ongoing planning fee starts at $12,000 a year, above the California median of $6,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Deigo, California |
|---|---|
| Website | lyonwealthadvisory.com |
| [email protected] | |
| Phone | (559) 764-7993 |
Lyon Wealth Advisory 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.
| Ongoing planning | From $12,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Annual Fee: $12,000 to $48,000, based on complexity (billed monthly)" source
"Annual Fee: $12,000 to $48,000, based on complexity (billed monthly)" source
"We provide The Restaurant Owner Wealth System to our clients for one transparent, flat fee." source
"Annual Fee: $12,000 to $48,000, based on complexity (billed monthly)" 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 |
|---|---|
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | October 15, 2026 |
| SEC record | CRD 335837 |