Lyon Financial Planning (LFP) provides financial planning services to individuals. LFP offers one-time comprehensive financial plans, ongoing planning, and hourly financial planning. The firm helps clients with cash flow, education, employee benefits, estate, financial goals, insurance, investment, retirement, and tax planning. LFP does not offer investment management services.
Assets Under ManagementN/A
Clients150
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
One-Time Plan:$12,000
Hourly Rate:$550/hr
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