# Lynch Financial Advisors > 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. - CRD: 342560 - Filed as: LYNCH FINANCIAL ADVISORS - Legal name: Lynch Financial Advisors, Inc - Also doing business as: LYNCH WEALTH AND TAX ADVISORS - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Roseville, CA - Filing period: October 2026 - Form ADV filing dated: August 24, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342560 - AdvisorCensus page: https://advisorcensus.com/firm/lynch-financial-advisors-roseville-ca-342560 ## Quick answers **How 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 ### Compensation (Item 5.E) - A percentage of assets under your management - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated August 24, 2026) - Account minimum: None > The Firm does not impose a minimum account size requirement for advisory services. - Flat fee: $1,500 (Financial Reviews) > 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) > Single $25 – $50/mo $100/mo $150/mo Schedule A — Wealth - Subscription: $150 a month (Monthly Accumulation Clients — Single) > Single $25 – $50/mo $100/mo $150/mo Schedule A — Wealth - Subscription: $50 to $100 a month (Monthly Accumulation Clients — Married) > Married $50 – $100/mo $150/mo $200/mo Schedule A — Wealth - Subscription: $200 a month (Monthly Accumulation Clients — Married) > Married $50 – $100/mo $150/mo $200/mo Schedule A — Wealth As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Regulatory assets under management (Item 5.F) - Total: $112,884,564 - Discretionary: $112,884,564 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 113 | $40,161,719 | | High net worth individuals | Fewer than 5 | $67,119,690 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $5,603,155 | | Charitable organizations | 0 | $0 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 0 | $0 | | Other | Not reported | $0 | ### 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 ### Firm details - Registered since: 2026 (0 years) - Employees: 3 total, 3 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CA, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - lynchfinancialadvisors.com - Facebook @lynchfinancialadvisors - Instagram @lynchfinancialadvisors - LinkedIn @lynchfinancialadvisors - TikTok @lynchfinancialadvisors - X @LynchFinancial - YouTube @UCNz7raEewUKBpH18VsrPdzw ## 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. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lynch Financial Advisors (CRD 342560): Form ADV filing data as of October 2026.