CRD: 128687
Lunsford Financial Planning, Inc.
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-10-2003
- Office Locations
- 1
Office Locations
About Lunsford Financial Planning, Inc.
Lunsford Financial Planning, Inc. is a Louisville, CO-based independent RIA serving retail clients with financial planning and investment management, including tax and estate planning and insurance/annuity guidance. Portfolios skew toward ETFs and mutual funds. Custodied through Charles Schwab (also uses Altruist) and runs on Advyzon.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 83 clients, or 83 clients per representative. That equates to $546.3K in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on March 28, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
MICHAEL SHANNON LUNSFORD
Fraud Analyst, President
- CRD
- #4715244
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,346,083 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,346,083 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Lunsford Financial Planning, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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