Lyon Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
150
67% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
150
Very HighAverage account size
$0
About
Lyon Financial Planning is a state-registered, single-advisor planning firm that works with individual clients across a range of life stages and asset levels. The firm provides one-time comprehensive financial plans, ongoing planning engagements, and limited-scope hourly planning sessions.
The firm focuses on financial planning rather than investment management: it gathers information on goals, risk tolerance, tax and cash-flow considerations, and provides investment recommendations and implementation guidance, while clients retain custody and responsibility for executing transactions. Recommendations are generally oriented toward mutual funds and index funds and consider factors such as time horizon, tax situation, and need to assume risk.
What distinguishes the firm from most peers is its planning-only model — it does not provide discretionary portfolio management and does not use percentage-of-assets-under-management fee arrangements, instead relying on project-based and hourly billing for advisory work. The firm’s principal combines CFP® certification with an academic background in applied economics and also performs consulting work for a financial-planning software provider, which contributes an analytical and technology-aware approach to client engagements.
Client services
Financial planning
Expertise
General retirement planning
Income planning
Social Security optimization
General tax planning
Equity compensation tax strategy
Fee options
One-time Comprehensive Financial Planning: $12,000 (fees may be negotiable)
$550 per hour, billed in 15-minute increments, with a one-hour minimum per meeting
Fee-only: One-time Comprehensive Financial Planning: $12,000 (fees may be negotiable); Hourly Financial Planning: $550 per hour, billed in 15-minute increments, with a one-hour minimum per meeting (fees may be negotiable)
Main office location
Lyon Financial Planning, LLC
Waltham MA, United States
Number of offices
1
Most active in
Lyon Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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