David Lyon is a CFP-designated registered investment advisor at Lyon Restaurant Advisory, based in Fresno, CA, with 3 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Lyon Wealth Advisory includes investment management as part of its Comprehensive Wealth Management service, which is billed as a flat monthly fee rather than a percentage of your portfolio. The monthly fee ranges from $1,000 to $12,500 per month, depending on the complexity of your financial situation and whether business entity accounts are included. There is also a one-time onboarding fee ranging from $1,000 to $5,000 for new clients.
Location
8050 N Palm Ave, Suite 300, Fresno, CA, 93711
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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.
Learn about disclosures →Employment History
Current Registrations
Lyon Restaurant Advisory
Previous Registrations
Ministry Partners Securities, LLCBroker
Ministry Partners Securities, LLC
Mariner Independent
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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
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