Fee-only adviser · Newtown Square, PA
Lynch Investment Planning, LLC
Lynch Investment Planning, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Newtown Square, Pennsylvania. On its latest Form ADV, filed May 19, 2026, it reports $143M in regulatory assets under management, 140 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 115956 · SEC file 801-136530 |
| Office | 2 Campus Boulevard Suite 106 Newtown Square, PA 19073 |
| Phone | (484) 472-8956 |
| Website | www.lynchip.com |
| Regulatory assets under management | $143M ($134M discretionary) |
| Individual clients | 94 non-high-net-worth, 46 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 19, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Newtown Square
- Newsquare Capital, LLC $2.4B
- Logan Capital Management, Inc. $3.1B
- Almanack Investment Partners $946M
- MC2 Financial Advisers, Inc. $66M
- Alpha Architect $13.5B
See all 6 fee-only advisers in Newtown Square →
Nearby
- Berwyn 8 firms
- Media 6 firms
- Paoli 3 firms
- Villanova 1 firm
- Chesterbrook 2 firms
- Radnor 12 firms
- Wayne 10 firms
- Bryn Mawr 5 firms
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