Advisor at The Financial Advisory Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Financial Advisory Group
Location
York, PA 17403
Credentials
CFP®, Series 66
Industry experience
25 years
Damien Lynch is a CFP®-designated financial advisor with LPL Financial in York, PA, bringing 25 years of industry experience. He has operated The Financial Advisory Group, an independent registered investment advisory firm, since 2003. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Based on The Financial Advisory Group
Fixed fees for financial planning services: Cash Flow Plan $2,000; Retirement Plan $4,000; Comprehensive Plan $6,000
$300 per hour for Certified Financial Planner Practitioner; $100 per hour for staff
Account minimum: $3,500 minimum for annual retainer for comprehensive financial plan Minimum fee: Minimum annual retainer fee of $3,500 for a comprehensive financial plan Fee-only: Financial planning fees based on fixed fees: $2,000 for Cash Flow Plan, $4,000 for Retirement Plan, $6,000 for Comprehensive Plan. Hourly fees also offered: $300 per hour for CFP practitioner, $100 per hour for staff.
45 Wyntre Brooke Drive
York, PA 17403
Maryland · Pennsylvania · Texas
The Financial Advisory Group
2003 - Present (23 years)
LPL Financial, LLC
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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