Lyon Restaurant Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“We provide hourly financial planning and consulting services at the rate of $300 per hour.”

Flat or project fee

$1,000⁠-⁠$5,000

“Clients pay a one-time onboarding fee ranging from $1,000 to $5,000, depending on the complexity of the Client’s personal financial situation and whether the Client has business interests within the scope of the financial planning engagement.”

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

How Lyon Restaurant Advisory bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The ongoing fee for Comprehensive Wealth Management is a flat monthly fee ranging from $1,000 to $12,500 per month, with a minimum monthly fee of $1,000, payable monthly in arrears.”
• “Fees are negotiable and outlined in advance within the Advisory Contract.”

How Lyon Restaurant Advisory’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 5 of the 10 other planners in Fresno that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 is below the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 8 other planners in Fresno 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 Restaurant Advisory

• Principal: David Lyon
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• 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

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

335837

Website

lyonwealthadvisory.com (opens in new tab)

Phone

(559) 764-7993

Other planners in Fresno that publish fees

• Artizan WealthFresno$200⁠-⁠$500/hr, $1,500⁠-⁠$50,000
• Bridgewealth Advisory Group, LLCFresno$250/hr
• Coffeehouse CapitalFresno$300/hr, $1,000⁠-⁠$15,000
• Endurance Investment Strategies, Inc.Fresno$200/hr, $1,000⁠-⁠$5,000
• Pathways Advisory Group, Inc.Fresno$300/hr, $1,250/qtr
• Plan FinancialFresno$200/hr, $245⁠-⁠$4,000

Compare all 15 planners in Fresno