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Lutz Financial Named to CNBC's List of Top Fee-Only Wealth Management Firms

August 3, 2015
Lutz Financial Named to CNBC's List of Top Fee-Only Wealth Management Firms
Lutz Financial has been named to CNBC’s list of Top 100 Fee-Only Wealth Management Firms. This is the second consecutive year that Lutz Financial has been recognized with this distinction. “It is an honor to be recognized as a Top Fee-Only Wealth Management Firm. This award reinforces that you do not have to look to a big city to find a quality advisor. We believe our Midwestern values result in better service for our clients and that is what sets us apart,” said Jim Boulay, Shareholder of Lutz Financial. The CNBC Digital editorial team, along with Meridian-IQ, created the ranking methodology for its Top 100 Fee-Only Wealth Management Firms rankings. Scores for each measure were weighted according to a proprietary formula to arrive at a final total rank. Measures included: assets under management, having staff with professional designations such as a CFP or CFA, working with third-party professionals such as attorneys or CPAs, average account size, growth of assets, years in business, number of advisory clients, and providing advice on insurance solutions. A full list of the 2015 CNBC Top 100 Fee-Only Wealth Mangement Firms can be viewed at  http://www.cnbc.com/2015/06/03/cnbc-charts-the-top-100-firms.html.  

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