Lyon Wealth Advisory offers tailored financial planning and investment advice to individuals and business owners. As a fee-only firm, Lyon Wealth Advisory is only compensated by clients for its services. Lyon Wealth Advisory may recommend third-party professionals, but clients are not obligated to use them, and Lyon Wealth Advisory does not receive compensation from these referrals.
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.