Lyon Capital Strategies fees and pricing
Financial planner in Akron, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 26, 2026, Lyon Capital Strategies charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“For financial planning services, the fees are $150 per hour based on the number of hours spent to develop and deliver the plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lyon Capital Strategies bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are billed directly to the client on a monthly basis.”
- “The scope of the engagement is negotiable.”
- “Lyon Capital Strategies, Inc. bills its fees on a quarterly basis.”
How Lyon Capital Strategies’ fees compare
- Its hourly rate of $150 is below the Ohio median of $250. 8% of the 219 other Ohio planners that publish an hourly rate charge less.
- 1 of the 6 other planners in Akron that publish an hourly rate charge less.
About Lyon Capital Strategies
“Lyon Capital Strategies, Inc. is a registered investment advisor that provides investment advice services to individuals, participants in employer-sponsored retirement plans, business organizations and trusts. They also provide financial planning services for individuals.”
- Firm size: 2 employees.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2011 (15 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.75% a year
- Clients
- 67
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $7,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 156349
- Phone
- (330) 819-6694
Other planners in Akron that publish fees
- Fortifi Capital, LLCAkron$60/hr
- Kohmann Bosshard Financial Services, LLC.Akron$500
- Paradigm Investment Advisory LLCAkron$1,000-$5,000
- Presper Financial Architects, LLCAkron$150-$350/hr, $1,000-$2,500
- Sand Run Wealth ManagementAkron$250/hr, $1,000-$5,000
- Symphony Financial Services, Inc.Akron$300/hr, $500-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.