David Lyon is a CFP-designated registered investment advisor at Lyon Wealth Advisory LLC, based in Madera, 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Lyon Wealth Advisory offers ongoing financial planning and investment management services bundled together for a single quarterly fee ranging from $750 to $3,000, paid in advance. The fee is based on the complexity of your financial situation, the scope of services, and whether your business is included in the financial planning engagement. This fee automatically increases annually by 3% unless otherwise negotiated.
Location
Madera, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lyon Wealth Advisory LLC
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
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