Lunsford Financial Planning provides comprehensive wealth management, investment management, and financial planning services to individuals. The firm creates personalized, well-diversified portfolios using low-cost index funds and actively managed funds while focusing on tax efficiency and long-term goals. Wealth management clients receive ongoing financial planning, portfolio management, estate plan reviews, cash flow planning, and regular check-ins. Additionally, the firm offers optional tax return preparation and standalone project-based or ongoing financial planning engagements.
Assets Under Management$45M
Clients49
Advisors1
Avg. per Client$930K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable at the firm's discretion based on the length or scope of the relationship. In limited circumstances, flat fees may be offered instead.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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