LC
CFP
LC
CFP
Lynn Chambers is a CFP-designated registered investment advisor at Creative Planning, based in Monroe, WA, with 27 years of industry experience. Lynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1101 advisors
Number of Clients
84,858 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$217.4B
Fee Structure
Minimum Investment:$30K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Monroe, WA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2001Denied
Employment History
Current Registrations
Creative Planning
August 2025 - Present · 9 mos
Previous Registrations
Waddell & ReedBroker
October 2014 - October 2016 · 2 yrs
Waddell & Reed
October 2014 - October 2016 · 2 yrs
Symetra Investment Services, INC.Broker
September 2011 - September 2013 · 2 yrs
Trutina Financial
September 2011 - August 2014 · 2 yrs 11 mos
Ek Riley Investments, LLCBroker
September 2010 - September 2011 · 1 yr
Ek Riley Investments, LLC
September 2010 - September 2011 · 1 yr
Morgan Stanley Smith Barney LLC
June 2009 - October 2010 · 1 yr 4 mos
Morgan Stanley Smith BarneyBroker
June 2009 - October 2010 · 1 yr 4 mos
Citigroup Global Markets INC.
February 1999 - June 2009 · 10 yrs 4 mos
Citigroup Global Markets INC.Broker
February 1995 - June 2009 · 14 yrs 4 mos
Painewebber IncorporatedBroker
September 1993 - February 1995 · 1 yr 5 mos
Smith Barney Shearson INC.Broker
July 1993 - September 1993 · 2 mos
Lehman Brothers INC.Broker
November 1989 - July 1993 · 3 yrs 8 mos
State Registrations1 state
WA
Advisor
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
No exam information available for this advisor.