Lyman Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee

$375/qtr

“A.​ Fee Schedule The fixed rate for financial planning services is $375 per quarter.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Lyman Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Financial planning service is provided on an ongoing basis and fees are non-negotiable.”
• “For new client relationships, clients will be charged based on the prorated number of days remaining in the current billing period.”
• “Fixed fees that are collected in advance will be refunded based on the prorated number of days remaining in the billing period at the time of termination.”

How Lyman Financial’s fees compare

• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Lyman Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327230

Phone

(989) 708-3127

Other planners in Midland that publish fees

• Ferris Financial Services, L.L.C.Midland$600⁠-⁠$1,800/yr
• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000

Compare all 406 planners in Michigan