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Lynch Financial Advisors
Filed as LYNCH FINANCIAL ADVISORS · Legal name Lynch Financial Advisors, Inc
Lynch Financial Advisors is an SEC-registered investment advisory firm in Roseville, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 24, 2026.
Quick answers
From the filingHow is Lynch Financial Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Lynch Financial Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Lynch Financial Advisors charge?
Its Form ADV Part 2A brochure dated August 24, 2026 states: Flat fee: $1,500 (Financial Reviews); Subscription: $25 to $50 a month (Monthly Accumulation Clients — Single); Subscription: $150 a month (Monthly Accumulation Clients — Single); Subscription: $50 to $100 a month (Monthly Accumulation Clients — Married); Subscription: $200 a month (Monthly Accumulation Clients — Married). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Lynch Financial Advisors located?
Lynch Financial Advisors' principal office is in Roseville, CA, according to its Form ADV.
Is Lynch Financial Advisors registered with the SEC or a state?
Lynch Financial Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 342560.
How much does Lynch Financial Advisors manage?
Lynch Financial Advisors reports $112,884,564 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (100% discretionary).
What types of clients does Lynch Financial Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (113); pension and profit sharing plans (but not the plan participants or government pension plans) (6).
Does Lynch Financial Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342560
Does Lynch Financial Advisors state an account minimum?
Its Form ADV Part 2A brochure dated August 24, 2026 says: "The Firm does not impose a minimum account size requirement for advisory services."
What changed in Lynch Financial Advisors' recent Form ADV filings?
In the September 2026 filing data: Added the business name Lynch Wealth and Tax Advisors.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
The Firm does not impose a minimum account size requirement for advisory services.
Flat fee: $1,500 (Financial Reviews)
The brochure's wording
Financial Reviews are available for a fixed fee up t o $1,500 per review.
Subscription: $25 to $50 a month (Monthly Accumulation Clients — Single)
The brochure's wording
Single $25 – $50/mo $100/mo $150/mo Schedule A — Wealth
Subscription: $150 a month (Monthly Accumulation Clients — Single)
The brochure's wording
Single $25 – $50/mo $100/mo $150/mo Schedule A — Wealth
Subscription: $50 to $100 a month (Monthly Accumulation Clients — Married)
The brochure's wording
Married $50 – $100/mo $150/mo $200/mo Schedule A — Wealth
Subscription: $200 a month (Monthly Accumulation Clients — Married)
The brochure's wording
Married $50 – $100/mo $150/mo $200/mo Schedule A — Wealth
As stated in the firm's Form ADV Part 2A brochure dated August 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$112,884,564 as of October 2026, filing dated August 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Lynch Financial Advisors, Inc
- Also doing business as
- LYNCH WEALTH AND TAX ADVISORS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- September 2026
- Added the business name Lynch Wealth and Tax Advisors.
- August 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Lynch Financial Advisors (CRD 342560): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/lynch-financial-advisors-roseville-ca-342560