Lindsey Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lindsey Financial, Inc. provides fee-based financial planning to individual clients and business entities, addressing insurance, tax optimization, retirement, estate and business succession matters. The firm does not manage client investment portfolios directly and instead acts as a solicitor that may refer clients to third-party investment advisers for implementation.
LFI follows a structured planning process—data gathering, analysis, plan presentation, implementation and ongoing monitoring—and encourages semi‑annual reviews with updated plans provided on request. Although its materials discuss a broad set of securities and investment strategies, specific security recommendations and trading are handled by the third‑party money managers to which clients may be directed.
Notably, the firm is affiliated with an insurance sales entity and with an accounting/bookkeeping business, and representatives may receive commission income from insurance sales; LFI also receives fee‑sharing compensation from third‑party advisers, and these relationships are disclosed as potential conflicts of interest. Uncommonly for firms in this category, LFI does not accept custody or trading authority, does not manage assets, and does not use percentage‑of‑AUM pricing—its services are provided under negotiated flat‑fee planning arrangements.
Client services
Expertise
Fee options
Flat fee ranging from $5,000 to $250,000 per financial plan, negotiable
Fee-only: Flat fee ranging from $5,000 to $250,000 per financial plan, negotiated case-by-case
Main office
1980 Orange Tree Lane, Suite 270
Redlands CA 92374
Advisors at this office
1
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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