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Lyon Financial Planning
Lyon Financial Planning is structured as a limited liability company delivering personal financial advisory services.
Lyon Financial Planning
Lyon Financial Planning is structured as a limited liability company delivering personal financial advisory services. The firm appears to be a small practice, likely operating with a lean team of CERTIFIED FINANCIAL PLANNER™ professionals or registered investment advisor representatives. Its origins and founding year are not publicly documented in a way that distinguishes it from thousands of similarly named planning shops across the US; the name suggests a principal or family named Lyon is, or was, central to the enterprise. The firm's investment strategy almost certainly follows the standard retail wealth-management playbook: asset allocation across equities, fixed income, and cash equivalents, with client portfolios implemented via low-cost ETFs, mutual funds, or separately managed accounts. It may offer specialized services in retirement income planning, tax-aware withdrawal sequencing, or Social Security optimization — all table-stakes for a modern planning-centric RIA. Its geographic footprint is likely single-office or entirely virtual, serving a concentrated regional clientele. No team headcount, AUM, or specific deployment figure is publicly available. Lyon Financial Planning does not maintain a visible institutional profile on LinkedIn, does not publish a scrapable website, and has no named principals in the accessible public record. This opacity is not unusual for a lifestyle financial planning practice operating below the SEC's reporting thresholds or serving clients through word-of-mouth referrals. The firm may use third-party custodians like Schwab or Fidelity, but no operational event from the last 24 months can be confirmed. Its structural differentiator, to the extent one exists, is its apparent lack of one: Lyon Financial Planning likely competes on personal relationships and local trust rather than proprietary research, unique deal flow, or scale. For a family office allocator, this firm is not a peer or a co-investment partner — it is, instead, representative of the decentralized mass of small fiduciaries that sit at the opposite end of the capital-food-chain from institutional multi-family offices. Its architecture is the sole proprietor or micro-partnership, a governance model where succession risk is concentrated in a single individual or tiny team.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Frequently asked questions
Is Lyon Financial Planning a single-family office or a multi-family office?
Neither. Lyon Financial Planning is structured as a financial planning and wealth management practice — likely a registered investment advisor (RIA) — serving individual and family clients on a fee-based or fee-only basis. It does not operate as a single-family office managing a unified family balance sheet, nor does it market itself as a multi-family office with institutional-grade family-office services. Its client base is retail, not ultra-high-net-worth family aggregations.
How does Lyon Financial Planning charge for its services?
The firm's legal name includes 'Financial Planning,' which in US regulatory practice typically signals a fee-based advisory model — either asset-under-management fees, flat retainer fees, hourly charges, or subscription pricing. Without a scrapable website or public Form ADV Part 2A, the exact fee schedule is undisclosed. The fiduciary standard governing RIAs requires fee transparency to clients, but that disclosure is made privately during client onboarding, not through public marketing.
What is Lyon Financial Planning's known posture on alternative investments?
Small financial planning practices rarely allocate client capital to private equity, venture capital, hedge funds, or direct real estate deals. Lyon Financial Planning most likely constructs portfolios from publicly traded securities — equities, bonds, ETFs, and mutual funds. If it offers any access to alternatives, it would be through interval funds, non-traded REITs, or structured notes, all of which carry suitability requirements that limit their use in mass-affluent planning.
Who is the key investment decision-maker at Lyon Financial Planning?
The firm's name suggests a principal named Lyon — perhaps the founder or lead advisor — but no individual is publicly identified in a verifiable source. In a firm of this size, investment decisions typically rest with the lead advisor or a small internal investment committee. Without a Form ADV or website disclosure, the specific decision-maker and their professional background remain unconfirmed.
Why is there so little public information about Lyon Financial Planning?
Many independent financial planning practices operate below the radar of institutional databases and financial media. A firm with under $100 million in regulatory assets under management and fewer than five employees may have no website, no LinkedIn presence, and no SEC registration at all if it qualifies for state-level regulation or an exemption. Lyon Financial Planning's thin public footprint is consistent with a solo or micro-practice that acquires clients through referrals rather than marketing.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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