Lynch Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$107,281,409
Clients
113
Advisors
1
of 3 employees
About
Lynch Financial Advisors provides Financial Review, Financial Planning, and Wealth Management retainers to individuals and couples, and also offers tailored business consulting and small business retirement plan services. As of August 2026 the firm manages approximately $112 million in client assets on a discretionary basis and advises on roughly $20 million in held-away workplace retirement accounts.
The firm operates as a fee-only registered investment adviser and combines fundamental and market analysis with third‑party quantitative and AI-based tools to inform asset allocation and periodic rebalancing. Lynch Financial generally manages client accounts on a discretionary basis, while retaining a non-discretionary advisory role for held-away employer retirement plans and conducting at least semi-annual account reviews.
Compared with many peers in its registration category, the firm offers a mix of fixed-fee engagements (standalone financial reviews and monthly retainers for early‑accumulation clients) alongside asset‑based wealth management. It also serves both non‑high‑net‑worth accumulation households and high‑net‑worth families, provides portfolio management for individual and plan clients, coordinates with an affiliated tax-preparation entity, and does not sponsor private funds.
Client services
Expertise
Occupation focus
Fee options
Financial Review fixed fee up to $1,500 per review
$0 - $500,000: 1.20% $500,000 - $1,500,000: 0.95% $1,500,000 - $3,500,000: 0.70% $3,500,000 - $5,000,000: 0.50% $5,000,000+: 0.40%
Monthly Retainer fees between $25 – $200 for monthly accumulation clients based on household AUM and filing status
Account minimum: $150,000 Fee-only: Financial Reviews at a fixed fee up to $1,500 per review; Monthly retainers ranging from $25 to $200 depending on household AUM for early accumulation clients
Main office
1700 Eureka Road, Suite 155
Roseville CA 95661
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Lynch Financial Advisors · Lynch Financial Advisors, Inc · Lynch Wealth And Tax Advisors
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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