Craig Lytle
Craig Lytle is a CFP-designated registered investment advisor at Candlelight Financial Solutions, based in Lincoln University, PA, with 26 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
Lincoln University, PA
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
Craig is an independent insurance agent selling life, accident, health, and property/casualty insurance, dedicating about 10-20% of his time. He is also an owner of Income and Estate Planning Partners, P.A., a C-Corporation and DBA name for his work as a registered representative and investment advisor representative with Lion Street Financial and Lion Street Advisors, also taking about 10-20% of his time.
Employment History
Current Registrations
Candlelight Financial Solutions
Previous Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Spc
Sammons Securities Company, LLCBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 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.