Jay Abolofia is a CFP-designated registered investment advisor at Lyon Financial Planning, LLC, based in Waltham, MA, with 6 years of industry experience. Jay 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, Insurance Planning, and 3 more. Their firm serves 150 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — $12,000, fees may be negotiable. Half is due at the beginning and the remainder upon completion.
- Hourly financial planning — $550 per hour, billable in 15-minute increments with a one-hour minimum. Fees may be negotiable.
Contact
Jay Abolofia
Location
Waltham, MA
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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.
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Jay works as an independent consultant for Economic Security Planning, Inc. (ESP), a computer software company, assisting clients with their MaxiFi Planner software for a few hours per week. This work is not investment-related.
Employment History
Current Registrations
Lyon Financial Planning, LLC
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.
Exams
Additional Information
When I told my daughter that I was starting a business, she immediately said, “How can I help, Dad?” This simple question is at the core of everything I do. With every client relationship, meeting and question, I ask myself how can I help.