Lyndon Lorenz is a CFP-designated registered investment advisor at Boldin Advisors, based in Mill Valley, CA, with 10 years of industry experience. Lyndon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Boldin Advisors offers ongoing financial planning engagements for up to $6,000 annually. The fee may be negotiable based on the scope and complexity of services.
Boldin Advisors offers fixed financial planning engagements for up to $6,000. The fee may be negotiable based on the nature and complexity of the services.
Location
1 Belvedere Place, Suite 200, Mill Valley, CA, 94941
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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 →Other Business Activities
Lyndon teaches piano lessons, helps acquaintances prepare tax returns, is a volunteer committee member for the WI Chapter of Healthcare Financial Management Association and the Financial Planning Association of MN, and is a Medicare consultant for seniors. These activities take minimal time and are not investment related.
Employment History
Current Registrations
Boldin Advisors
Previous Registrations
Midwest Professional Planners, LTD.
Jablonski-Madill, INC.
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.