Advisor at Lyon Wealth Advisors
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Firm
Lyon Wealth Advisors
Location
Charlotte, NC 28217
Credentials
CFP®, Series 66
Industry experience
5 years
Liam Fitzgerald is a CFP® and Series 66-licensed financial advisor with five years of industry experience. He has worked at Lyon Wealth Advisors Group since 2023 and previously held roles at The Vanguard Group and Liberty University. Lyon Wealth Advisors Group provides discretionary portfolio management and integrated financial planning to high net worth individuals, corporations, and retirement plans. The firm uses customized strategies based on Modern Portfolio Theory, primarily investing in low-cost mutual funds and ETFs, and is affiliated with a tax and business advisory practice serving dentists and other specialists.
Based on Lyon Wealth Advisors
$0 - $2 million: 1.00% $2 million - $5 million: 0.75% $5 million - $10 million: 0.50% $10 million+: 0.40%
Account minimum: $250,000 Fee-only: Advisory fees based on assets under management; no commissions or performance fees charged.
8816 Red Oak Blvd., Suite 140
Charlotte, NC 28217
North Carolina
Lyon Wealth Advisors Group, LLC
2023 - Present (3 years)
The Vanguard Group, Inc.
2020 - 2023 (3 years)
The Vanguard Group, Inc.
2019 - 2019 (1 year)
Liberty University
2016 - 2020 (4 years)
Chick-fil-A
2015 - 2019 (4 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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