Lyon Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$550/hr

“In the event of early termination before the first half fee is earned, any prepaid but unearned fees, calculated at the rate of $550 per hour will be refunded to the Client, any completed deliverables will be provided to the Client, and no further fees will be charged.”

Flat or project fee

$12,000

“One-time Comprehensive Financial Planning One-time Comprehensive Financial Planning will generally be offered at a rate of $12,000.”

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

How Lyon Financial Planning, LLC bills

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

• “Fees may be negotiable in certain cases.”
• “Half of the fee is due at the beginning of the process and the remainder is due upon completion.”
• “Fees for this service may be paid by electronic funds transfer or check.”

How Lyon Financial Planning, LLC’s fees compare

• Its hourly rate of $550 is above the Massachusetts median of $300. 96% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Waltham that publish an hourly rate charge less.
• Its flat or project fee of $12,000 is above the Massachusetts median of $4,750. 86% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Waltham that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Lyon Financial Planning, LLC

• Principal: Jay Abolofia
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

150

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305378

Website

lyonfp.com (opens in new tab)

Phone

(781) 218-9005

Other planners in Waltham that publish fees

• Atlantic Planning Group, LLCWaltham$500/hr, $1,000⁠-⁠$20,000
• Ballentine PartnersWaltham$10,000⁠-⁠$50,000/yr
• Mission Park Capital, LLCWaltham$250/hr, $6,000
• Savvi Financial LLCWaltham$1,500, $1,250/qtr

Compare all 9 planners in Waltham