Lyndsey Monahan
Lyndsey Monahan is a ChFC-designated registered investment advisor at Precision Wealth Strategies, LLC, based in Frisco, TX, with 11 years of industry experience. Lyndsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 342 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PWS charges an annual advisory fee, either fixed or based on a percentage of your portfolio. The percentage typically ranges from 1% to 2.2%. For some clients, PWS uses a tiered schedule, where the percentage charged depends on the amount in each tier. Fees for directly-managed held-away accounts, such as 401(k)s, may be billed directly to the client.
Location
Frisco, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lyndsey is an independent insurance agent since 2008, spending minimal time on insurance sales. She is also a co-owner of Two Kites, LLC, a family farm, and the CEO of Lyndsey Monahan Consulting, providing management consulting services.
Employment History
Current Registrations
Precision Wealth Strategies, LLC
Previous Registrations
Women Inspire Wealth
Black Mammoth LLC
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Nylife Securities LLCBroker
State Farm Vp Management CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.