Lyon Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lyon Financial Planning is a state-registered, single-advisor planning firm that works with individual clients across a range of life stages and asset levels. The firm provides one-time comprehensive financial plans, ongoing planning engagements, and limited-scope hourly planning sessions.
The firm focuses on financial planning rather than investment management: it gathers information on goals, risk tolerance, tax and cash-flow considerations, and provides investment recommendations and implementation guidance, while clients retain custody and responsibility for executing transactions. Recommendations are generally oriented toward mutual funds and index funds and consider factors such as time horizon, tax situation, and need to assume risk.
What distinguishes the firm from most peers is its planning-only model — it does not provide discretionary portfolio management and does not use percentage-of-assets-under-management fee arrangements, instead relying on project-based and hourly billing for advisory work. The firm’s principal combines CFP® certification with an academic background in applied economics and also performs consulting work for a financial-planning software provider, which contributes an analytical and technology-aware approach to client engagements.
Client services
Expertise
Fee options
One-time Comprehensive Financial Planning: $12,000 (fees may be negotiable)
$550 per hour, billed in 15-minute increments, with a one-hour minimum per meeting
Fee-only: One-time Comprehensive Financial Planning: $12,000 (fees may be negotiable); Hourly Financial Planning: $550 per hour, billed in 15-minute increments, with a one-hour minimum per meeting (fees may be negotiable)
Main office
Waltham MA
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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