# Lynch Investment Planning, LLC

> Lynch Investment Planning, LLC is an SEC-registered investment advisory firm in Newtown Square, PA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 19, 2026.

- CRD: 115956
- Filed as: LYNCH INVESTMENT PLANNING, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newtown Square, PA
- Filing period: October 2026
- Form ADV filing dated: May 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/115956
- AdvisorCensus page: https://advisorcensus.com/firm/lynch-investment-planning-llc-newtown-square-pa-115956

## Quick answers

**How is Lynch Investment Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lynch Investment Planning, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Lynch Investment Planning, LLC charge?**
Its Form ADV Part 2A brochure dated May 19, 2026 states: Flat fee: $2,500 (standalone financial planning services); Flat fee: $200 to $1,000 (state and federal income tax return preparation and filing services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Lynch Investment Planning, LLC located?**
Lynch Investment Planning, LLC's principal office is in Newtown Square, PA, according to its Form ADV.

**Is Lynch Investment Planning, LLC registered with the SEC or a state?**
Lynch Investment Planning, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 115956.

**How much does Lynch Investment Planning, LLC manage?**
Lynch Investment Planning, LLC reports $143,250,844 in regulatory assets under management in its Form ADV filing dated May 19, 2026 (93% discretionary).

**What types of clients does Lynch Investment Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (94); high net worth individuals (46).

**Which custodians does Lynch Investment Planning, LLC use?**
Lynch Investment Planning, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Lynch Investment Planning, LLC 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/115956

**What changed in Lynch Investment Planning, LLC's recent Form ADV filings?**
In the July 2026 filing data: Newly registered with the SEC.

## 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 May 19, 2026)

- Flat fee: $2,500 (standalone financial planning services)

> In consideration of our standalone financial planning services (that are not provided in conjunction with investment management services), we charge a minimum one-time flat fee of $2,500 per engagement.

- Flat fee: $200 to $1,000 (state and federal income tax return preparation and filing services)

> we generally charge a flat fee that ranges from $200 to $1,000 per engagement, charged in arrears upon filing of the applicable income tax return(s).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $143,250,844
- Discretionary: $133,516,745
- Non-discretionary: $9,734,099

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 94 | $40,800,659 |
| High net worth individuals | 46 | $100,885,139 |
| 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) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $1,565,046 |
| 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 | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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: NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lynchinvestmentplanning.com
- lynchip.com
- LinkedIn @lynch-investment-planning
- LinkedIn @david-lynch-cfp®-tpcp™-ab432a149
- LinkedIn @james-lynch-cfp®-a4111531
- LinkedIn @mjlynch3

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lynch Investment Planning, LLC (CRD 115956): Form ADV filing data as of October 2026.