Lanyon Advisory Services

Financial planning in Del Mar, CA

State registeredNo commissions reported

Call (760) 492-2052 Send a message Map ↗

Public-record details

Address: 3790 Via De La Valle, Suite 306e, Del Mar, CA 92014
Phone: (760) 492-2052
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
Legal name: Viewpoint Financial Partners, LLC
CRD number: 282424
Registration: State registered: CA
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees; Performance-based fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management: $109.0 million
Accounts managed: 238
Clients reported (Form ADV 5.D): 78
Individual / high-net-worth clients: 26 / 44
Employees: 2
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-04-29

State registered (CA) investment adviser, CRD 282424, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 282424 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Del Mar

Del Mar Wealth Management INC1110 Camino Del Mar, Suite B · Del Mar, CA 92014 · (858) 480-3818 · Financial planningCRD 175022 · % of assets, Hourly charges, Fixed fees · $169.9 million AUMSEC registeredNo commissions reported Flightpath Financial Planning445 Marine View Avenue, Suite 305 · Del Mar, CA 92014 · (858) 386-0917 · Financial planningCRD 318701 · % of assets, Hourly charges, Fixed fees · $11.1 million AUMState registeredNo commissions reported Jsb Capital Management, LLC1442 Camino Del Mar, Suite 214 · Del Mar, CA 92014 · (858) 436-2400 · % of assets managedCRD 161174 · % of assets · $10.3 million AUMState registeredNo commissions reported Torrey Growth & Income Advisors, LLC1233 Camino Del Mar · Del Mar, CA 92014 · (760) 274-2744 · Financial planningCRD 139940 · % of assets, Hourly charges, Fixed fees · $328.4 million AUMSEC registeredNo commissions reported Weatherly Asset Management832 Camino Del Mar, Suite 4 · Del Mar, CA 92014 · (858) 259-4507 · Financial planningCRD 106935 · % of assets, Fixed fees, Other · $1.7 billion AUMSEC registeredNo commissions reported

All 6 in Del Mar →