Matthew Lyon is a CFP-designated registered investment advisor at Zenith Advisory Group, LLC, based in Centerville, OH, with 19 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 135 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Zenith Advisory Group charges an annual fee based on a percentage of the value of your investments. The percentage varies between 0.50% and 1.75% depending on the amount invested and the services provided. You can choose to be billed in advance or after the quarter ends. Clients participating in the PPS Select Program will pay a total account fee that consists of a combination of a management fee and a program fee. All Zenith Advisory Group advisory program fees are negotiable.
Location
10554 Success Lane, Suite G, Centerville, OH, 45458
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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.
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Matthew works as a consultant for Kalibr Consulting, assisting dentists, physicians, and medical residents with practice growth, contract negotiations, and career placement. This takes a few hours per week.
Employment History
Current Registrations
Zenith Advisory Group, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations5 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.