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Lane Adam Lyday

Harbour Wealth Partners, INC.
3 Years of Experience
3 DisclosuresBroker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Harbour Wealth Partners, INC.
Compensation
Fixed/Hourly
Firm Size
4 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Fees for Personal Advisory Services are hourly, with a minimum of $300. Fees for Business Advisory Services are hourly, with a minimum of $400. Personal CFO Services are a flat annual fee or hourly, billed quarterly.

One-Time Plan:From $300
Hourly Rate:$40 - $290/hr

Location

9820 Westpoint Drive Ste. 400, Indianapolis, IN, 46256

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
September 2007
Final Disposition
Criminal
June 2007
Final Disposition
Criminal
April 2003
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Lane operates Harbour Wealth Partners, Inc and Live Well Sleep Well as DBAs for his LPL business. He also provides investment advisory services through Harbour Wealth Partners, Inc, dedicating minimal time to this activity.

Employment History
Current Registrations
Harbour Wealth Partners, INC.
December 2022 - Present · 3 yrs 2 mos
LPL Financial LLC
July 2022 - Present · 3 yrs 7 mos
LPL Financial LLCBroker
April 2022 - Present · 3 yrs 10 mos
State Registrations7 states
AZGAINKYNCOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.