LUNSFORD FINANCIAL PLANNING, INC.

RIASEC Registered

Total AUM

$45.3M

Discretionary

$45.3M

100% of AUM

Avg account

$333K

Accounts

136

Employees

Advisory reps

Firm details

Headquarters: LOUISVILLE, Colorado
CRD number: 128687
Website: www.lunsfordfinancial.com
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI64.04%
Individuals35.96%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Lunsford Financial Planning, Inc. operates as an independent registered investment advisor focused on providing financial planning and portfolio management services to individuals and families. The firm emphasizes personalized advisory activities, which include financial planning, portfolio management for individuals and small businesses, and pension consulting services. With a client-centric approach, Lunsford Financial Planning, Inc. structures its fees based on a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility in meeting client needs.