Lyon Wealth Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning and discretionary investment advisory services to individuals and business entities, with a stated focus on multi‑unit restaurant owners. Its service menu includes an ongoing Comprehensive Wealth Management engagement that combines planning and portfolio management, a one‑time comprehensive financial plan, and hourly advisory work.
Advisory work is delivered through a formal onboarding phase (approximately 90 days) that produces a personalized financial plan and prioritized action steps, followed by ongoing implementation and portfolio supervision for accounts designated for discretionary management. The firm expressly integrates clients’ business interests—including entity-owned investment accounts—into the personal financial plan, and its planning scope commonly addresses cash‑flow, exit/liquidity, tax, estate, and employee‑benefit considerations.
This firm is notable among peers for its non‑AUM fee model: investment management is provided under a flat monthly/engagement fee rather than a percentage‑of‑assets arrangement. The brochure also discloses an affiliated accounting and fractional‑CFO business that the principal recommends to clients (and to which the principal devotes about half of their professional time), as well as the firm’s use of a specific custodial platform (Altruist) and its policy not to take custody or deduct advisory fees from client accounts.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
One-time onboarding fee ranging from $1,000 to $5,000; One-Time Comprehensive Financial Plan fee ranging from $3,000 to $12,000
$300 per hour for Hourly Advisory Services
Monthly fee for Comprehensive Wealth Management ranging from $1,000 to $12,500
Minimum fee: Minimum monthly fee of $1,000 for Comprehensive Wealth Management Fee-only: One-time onboarding fee $1,000 to $5,000; One-Time Comprehensive Financial Plan fee $3,000 to $12,000; Hourly Advisory Services $300/hour; Monthly fee for Comprehensive Wealth Management $1,000 to $12,500
Main office
8050 N Palm Ave, Suite 310
Fresno CA 93711
Advisors at this office
1
Most active in
California
Also doing business as
Lyon Restaurant Advisory · Lyon Wealth Advisory LLC
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.
Forms ADV
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