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- Custodian
- Ascensus ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-09-2001
- Office Locations
- 4
Office Locations
About Lutz Financial
Lutz Financial Services is a Nebraska-based advisory firm providing comprehensive financial planning and investment management for individuals as well as endowments and foundations. The team also delivers retirement plan services for small and mid-sized businesses. Portfolios incorporate public-market vehicles such as ETFs, mutual funds, and fixed income, with a focus on tailored advice; Charles Schwab is a key custodian.
Reported data analysis
What the numbers show
Between November 4, 2025 and July 7, 2026, reported AUM increased 22.1%, from $2.6B to $3.2B.
Across 5 reported observations, AUM increased 75.3% between November 3, 2022 and July 7, 2026, from $1.8B to $3.2B.
Of the latest reported AUM, 88.9% is discretionary and 11.1% is non-discretionary.
The firm reports 15 advisory representatives and 1,044 clients, or 69.6 clients per representative. That equates to $3.1M in reported AUM per client.
The profile lists 4 reported office locations and 25 years in operation. The source data was last updated on July 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
JAMES PAUL BOULAY
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2652010
- Ownership
- 10% but less than 25%
JUSTIN BRADLEY VOSSEN
Investment Advisor
- CRD
- #4455739
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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Samuel James Bonebrake
Financial Planner
- CRD
- #8137660
Jim Boulay
Investment Advisor
- CRD
- --
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,834,743,258 | $1,151,399 |
| Non-Discretionary | $352,450,909 | $1,552,647 |
| Total | $3,187,194,167 | $1,185,271 |
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Separately Managed Accounts
SMA allocation detail is available
Lutz Financial has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Lutz Financial's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.