Lindy Wealth is a registered investment advisor located in Los Angeles, California, founded in 2025 by Ben Stauffer, who serves as the principal owner and Chief Compliance Officer. Lindy Wealth offers comprehensive wealth management services that combine investment management and financial planning. The firm builds personalized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, government and municipal securities, and cash equivalents, and may also utilize third-party investment managers. Lindy Wealth's financial planning services cover a wide range of areas including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, retirement planning, risk management, and tax planning strategies. Services are available through ongoing engagements or project-based assignments. Lindy Wealth operates as a fee-only firm and does not charge commissions or accept third-party compensation.
Fee Structure
Lindy Wealth charges an annual flat fee ranging from $1,000 to $20,000 for wealth management services, which include investment management and financial planning. Fees can exceed $20,000 for clients with highly complex planning needs. The specific fee is determined based on the complexity of your financial situation, the level of planning required, and the estimated time and resources necessary. Fees are paid quarterly in advance.