Stephen Lynch
Stephen Lynch is a CFP-designated registered investment advisor at Steve Lynch Wealth Management, based in Albuquerque, NM, with 39 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 582 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
For New Mexico residents, a gross receipts tax will be added which is presently at 7.625% on the fee amount. Fees are not negotiable but financial plans may be negotiable.
Fee Estimator
Location
6605 Uptown Blvd. Ne, Suite 370, Albuquerque, NM, 87110
Get directionsHistory
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
Stephen owns Steve Lynch Wealth Management, where he works as an agent, representative, and advisor providing insurance, financial, and advisory services. He also works as an insurance agent and authored a book.
Employment History
Current Registrations
Steve Lynch Wealth Management
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Steve Lynch Wealth Management
Steve Lynch Wealth Management
Delta Equity Services CorporationBroker
Securities America, INC.Broker
Sunamerica Securities, INC.Broker
Southmark Financial Services, INC.Broker
Financial Network Investment CorporationBroker
American Express Financial Advisors INC.Broker
State Registrations24 states
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.