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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lynch Investment Planning have?","answer":"Lynch Investment Planning has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lynch Investment Planning invest in?","answer":"At the end of its last fiscal year, Lynch Investment Planning’s separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 7% U.S. government and agency bonds and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lynch Investment Planning?","answer":"Lynch Investment Planning’s direct owners are Michael Lynch (75% or more) and David Lynch (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 19 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lynch Investment Planning get paid?","answer":"Lynch Investment Planning is paid through a percentage of assets under management and fixed fees. 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